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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Management Advisor Group LLC
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|---|---|
| CRD # | 304617 |
| SEC # | 801-117169 |
| CIK # | |
| AUM | $188.1 M (2025-05-15) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 925-935-8200 |
| Address | 1283 Boulevard Way Walnut Creek, CA 94595 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 4.5 |
| (b) Individuals (high net worth individuals) | 49 | 183.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 242 | 188.1 |
| By Discretionary | ||
| Discretionary | 242 | 188.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 242 | 188.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 187.7 | |
| Total | 242 | 188.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sky-Mountain Capital Management Inc
✚
|
ID | 0.2 |
|
Concordia Wealth Management LLC
✚
|
MA | 0.2 |
|
Rembrandt Financial Group LLC
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TX | 0.2 |
|
St Louis Financial Planners Asset Management LLC
✚
|
MO | 0.2 |
|
Goldenstone Wealth Management LLC
✚
|
CA | 0.2 |
|
Strive Financial Group LLC
✚
|
IN | 0.2 |
|
Navigen LLC
✚
|
WI | 0.2 |
|
Christian Investment Advisors Inc
✚
|
TX | 0.2 |
|
Sterling Wealth Advisors Inc
✚
|
FL | 0.2 |
|
Manuka Financial LLC
✚
|
0.2 |