Capital Management Advisors Inc

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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 ($M)
13010478522602001200920172025
CIK Period
0001350780 0001597878 0001582732
Sector Form 13F Holdings Value ($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
Williams Companies Inc 15.8
Energy Transfer Equity LP 15.4
Blackstone Group LP 14.4
Union Pacific Corp 13.8
MPLX LP 13.2
Southern Copper Corp/ 12.0
Thermo Fisher Scientific Inc 12.0
UnitedHealth Group Inc 11.8
Northrop Grumman Corp /DE/ 11.6
Danaher Corp /DE/ 11.0
AbbVie Inc 10.5
BlackRock Inc 10.2
Lockheed Martin Corp 9.3
Alphabet Inc 5.3
Intuit Inc 4.8
Canadian National Railway Co 4.5
Waste Management Inc 4.2
Exxon Mobil Corp 3.0
Parker Hannifin Corp 2.6
 
 
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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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