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| Keyboard |
| Capital Management Advisor Group LLC
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|---|---|
| CRD # | 304617 |
| SEC # | 801-117169 |
| CIK # | |
| AUM | 234.1 M (2026-04-16) |
| 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) | 38 | 9.2 |
| (b) Individuals (high net worth individuals) | 50 | 224.9 |
| (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 | 0.0 |
| (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 | 243 | 234.1 |
| By Discretionary | ||
| Discretionary | 243 | 234.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 243 | 234.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 233.5 | |
| Total | 243 | 234.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 (1 non-US) |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hutchinson & Ziegler Financial Advisors Inc
✚
|
CA | 235.4 M |
|
Northland Capital Management LLC
✚
|
MN | 235.0 M |
|
Peak Investment Advisors Inc
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|
CO | 234.6 M |
|
St Louis Financial Planners Asset Management LLC
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|
MO | 234.0 M |
|
Atlas Wealth Partners LLC
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|
PA | 233.8 M |
|
Holos Integrated Wealth LLC
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|
PA | 233.1 M |
|
We Alliance Wealth Advisors Inc
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|
CA | 233.1 M |
|
Anchor Wealth Management Group LLC
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|
FL | 233.0 M |
|
D C Voss & Company LLC
✚
|
232.9 M | |
|
Guidedmoney LLC
✚
|
232.6 M |