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| Capital Management Associates Inc
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| CRD # | 105010 |
| SEC # | 801-35808 |
| CIK # | 0002008851, 0000825293 |
| AUM | 68.7 M (2026-03-31) |
| Employees | 17 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 952-893-1200 |
| Address | 7900 Xerxes Ave S, Ste 500 Minneapolis, MN 55431-1120 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002008851 0000825293 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 3.5 | ||
| Nvidia Corp | 3.4 | ||
| Quanta Services Inc | 3.1 | ||
| Bloom Energy Corp | 3.0 | ||
| Wal Mart Stores Inc | 2.8 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Lilly Eli & Co | 2.4 | ||
| Amazon Com Inc | 2.3 | ||
| Curtiss Wright Corp | 2.0 | ||
| Microsoft Corp | 2.0 | ||
| GE Vernova Inc | 2.0 | ||
| BlackRock Inc | 1.8 | ||
| McKesson Corp | 1.8 | ||
| International Business Machines Corp | 1.7 | ||
| ASML Holding NV | 1.7 | ||
| Palo Alto Networks Inc | 1.6 | ||
| Constellation Energy Corp | 1.5 | ||
| Apple Inc | 1.5 | ||
| Applied Materials Inc /DE | 1.5 | ||
| Tesla Motors Inc | 1.5 | ||
| Palantir Technologies Inc | 1.5 | ||
| Ross Stores Inc | 1.3 | ||
| Linde PLC | 1.2 | ||
| Thermo Fisher Scientific Inc | 1.0 | ||
| FPL Group Inc | 1.0 | ||
| Cheniere Energy Inc | 1.0 | ||
| Schlumberger Ltd /NV/ | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 560 | 194.0 |
| (b) Individuals (high net worth individuals) | 317 | 1,333.9 |
| (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 | 41 | 322.1 |
| (h) Charitable organizations | 8 | 21.7 |
| (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 | 6 | 7.7 |
| (n) Other | 0 | 0.0 |
| Total | 931 | 1,879.5 |
| By Discretionary | ||
| Discretionary | 514 | 784.8 |
| Non-Discretionary | 417 | 1,094.6 |
| Total | 931 | 1,879.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,879.5 | |
| Total | 931 | 1,879.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000825293] | |
| 13F-HR | [0002008851] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 12 |
| Serves | Institutional, Retail |
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