Capital Management Advisors Inc

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Assets, Funds, Holdings

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Capital Management Advisors Inc
CRD #110447
SEC #801-40001
CIK #0001350780, 0001597878, 0001582732
AUM
Employees 4 (75% Investors, 0% Brokers)
Phone770-422-4606
AddressOne Parkway Center
Marietta, GA 30067-8289
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
13010478522602001200920172025
Sector Form 13F Holdings Value ($M)
Lilly Eli & Co 337.8
Apple Inc 56.5
Netflix Inc 36.6
Alphabet Inc 34.9
Palo Alto Networks Inc 31.2
Nvidia Corp 23.7
Facebook Inc 23.3
CACI International Inc /DE/ 19.6
Amazon Com Inc 18.5
Enterprise Products Partners L P 16.5
View All
Holdings by Sector ($M)
90072054036018002012201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 115 32.2
(b) Individuals (high net worth individuals) 0 9.9
(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 2.9
(h) Charitable organizations 0 4.4
(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 2.7
(n) Other 0 0.0
Total 198 52.0
By Discretionary
Discretionary 193 48.5
Non-Discretionary 5 3.5
Total 198 52.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 52.0
Total 198 52.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001350780]
13F-HR [0001582732]
13F-HR [0001597878]
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