$256.5M Total AUM
$210.5M Disc. AUM
-1.2% 3Y CAGR
10 Employees
539 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Momentum
- Established Date
- 03-04-1993
- Office Locations
- 1
Office Locations
75 Valley Stream Parkway Suite 201 Malvern PA
About CMG Capital Management Group, Inc.
CMG Capital Management Group, Inc. is a Malvern-based RIA. The firm has been operating for 33 years. Managing $256.5M in total assets under management, with 8 advisory representatives. They custody assets with Axos and US Bank. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
57 AVG AGE
$32.1M AVG AUM / ADVISOR
$476.0K AVG AUM / CLIENT
17.7 yrs AVG TENURE
10 Employees
8 Advisory Reps
2 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Fusion Summit Legacy Pathway summit Radial North delta Quantum
Client Personas
Summit catalyst
Investment Themes
Signal ridge Signal Unison atlas Peak Unison horizon Frontier
Investment Vehicles
Catalyst timber Meridian
Platform
Meridian
Services
Foundation Zenith alpha Peak vector Harbor Beacon Pathway horizon
Technology
Element
Owner & Executives
STEPHEN BRUCE BLUMENTHAL
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #1264632
- Ownership
- 75% or more
(603) 274-8112
momentum.unison@vectorcapital.com
in linkedin.com/in/meridian-optima
RORY BALFOUR RIGGS
Director, Owner
- CRD
- --
- Ownership
- 10% but less than 25%
(748) 362-3651
foundation.wave@summitcapital.com
in linkedin.com/in/horizon-wave
M
Meridian foundation
Focus radial
- CRD
- #63174
- Ownership
- 15.4%
(875) 770-2628
vertex.optima@embercapital.com
in linkedin.com/in/insight-quantum
Showing 2 of 3 owners & executives
Unlock allContacts
AVI JONATHAN RUTSTEIN
Advisor
- CRD
- #4552625
(782) 375-9616
glacier.matrix@alphacapital.com
in linkedin.com/in/prime-catalyst
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,520,949 | $260,546 |
| Non-Discretionary | $46,026,012 | $321,860 |
| Total | $256,546,961 | $269,765 |
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Separately Managed Accounts
Total SMA Asset: $235,904,980
Private Funds:
50.0% Public Funds:
18.3% Cash:
16.3% Equity - Exchange:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $2,747,966,628 | 50.0% |
| Public Funds | $1,005,755,786 | 18.3% |
| Cash | $895,837,121 | 16.3% |
| Equity - Exchange | $846,373,721 | 15.4% |
| Total | $5,495,933,256 | 100.0% |