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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Foundation insight
- Established Date
- 01-02-1990
- Office Locations
- 5
Office Locations
About Capital Management Associates INC
Capital Management Associates is a Minneapolis-based RIA serving retail and institutional clients with holistic financial planning—investment, tax, estate, retirement, legacy, and employee compensation. The firm builds goal-driven portfolios without proprietary investment products, and public filings indicate an ETF-centric separately managed account approach; Schwab is a primary custodian.
Team overview
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Owner & Executives
THOMAS ALFRED LUING
President
- CRD
- #1502743
- Ownership
- 25% but less than 50%
GREGORY ALAN STROH
Chairman, Chief Executive Officer, Owner
- CRD
- #704342
- Ownership
- 25% but less than 50%
Pathway unison
Meridian pathway fusion
- CRD
- #31052
- Ownership
- 46.1%
Showing 2 of 3 owners & executives
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ROBERT ALLEN COOPER
--
- CRD
- #4905586
Amanda Cribbs
--
- CRD
- #6944665
Delta vital
Ember pioneer
- CRD
- #33514
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $784,825,800 | $1,526,898 |
| Non-Discretionary | $1,094,626,539 | $2,625,004 |
| Total | $1,879,452,339 | $2,018,746 |
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Separately Managed Accounts
Total SMA Asset: $1,879,452,339
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,418,446,353 | 100.0% |
| Total | $3,418,446,353 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX PATHWAY VERTEX | OAK FUSION | 5R710UQOV | PCA | 9.26% | $28,276,299 |
| ELEMENT CAPITAL | ALPHA CAPITAL | NF81MDVV8 | WMV | 11.00% | $118,530,834 |
| VALUE ZENITH BRIDGE | LEGACY DELTA | 8ZHVTUG9M | OIZII | 2.18% | $27,463,286 |
| PRIME SUMMIT HARBOR | QUANTUM VITAL | BNGZYTKWF | ZNGR | 7.92% | $8,970,214 |
| VALUE WAVE VECTOR | PEAK PEAK | 0CRQG9K98 | GIF | 1.82% | $6,130,347 |
| FRONTIER CAPITAL BEACON | ELEMENT BEACON | GS92G1MOR | TZZJW | 5.56% | $59,847,719 |
| PRIME CATALYST | OPTIMA QUANTUM | K7C8IIMLH | FOCRC | 7.44% | $53,720,644 |
| VALUE FOUNDATION | VITAL VECTOR | TRSU7JOIV | OVR | 11.98% | $88,252,293 |