$78.7M Total AUM
$74.6M Disc. AUM
-- 3Y CAGR
2 Employees
98 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-16-2000
- Office Locations
- 1
Office Locations
3809 Illinois Avenue Suite 200 St. Charles IL
About Capital Management Group, Inc.
Capital Management Group, Inc. (CMG) is a fee-based portfolio manager in Wheaton, IL providing investment management and retirement planning for individuals, corporations, and retirement plans. The firm emphasizes asset allocation and risk management, with portfolios largely implemented via ETFs alongside U.S. government/agency fixed income. Custody is primarily through Charles Schwab.
Team overview
-- AVG AGE
$39.4M AVG AUM / ADVISOR
$803.2K AVG AUM / CLIENT
25.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
Available
Owner & Executives
B
BRIAN MICHAEL GREEN
Chief Compliance Officer, Partner, Secretary
- CRD
- #4362767
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MICHAEL GREEN
President, Principal
- CRD
- #2567882
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,642,075 | $236,667 |
| Non-Discretionary | $4,072,102 | $47,234 |
| Total | $78,714,177 | $197,445 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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