Capital Management Advisor Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital Management Advisor Group provides discretionary portfolio management and standalone financial planning and consulting to individual and high‑net‑worth clients. Services span ongoing asset management (using individual stocks, bonds, mutual funds, ETFs and options) as well as planning work covering retirement, estate, tax, real estate, insurance and corporate planning.
The firm emphasizes individualized portfolio construction and continuous monitoring, conducting initial due diligence and ongoing reviews of third‑party money managers it may recommend and supervise. Cash balances are generally directed to conservative instruments, and the firm requires clients to custody assets with a recommended qualified custodian and routinely uses Schwab’s institutional custody and execution services.
One uncommon feature is that the adviser operates as a solo-registered firm while managing a relatively large asset base, producing a concentrated client roster with larger-than-average account sizes. The firm’s combination of sole-practitioner management, active oversight of third‑party managers, and an unusually broad planning scope (including corporate structure and cost‑segregation studies) distinguishes its service mix from many peers.
Client services
Expertise
Fee options
Flat fees up to $10,000 for Financial Planning and Consulting services
Maximum 1.00% annually; fees are negotiable and often less, billed quarterly in arrears pro-rata on average daily invested assets
Up to $500 per hour for Financial Planning and Consulting services
Account minimum: $1,000,000 Fee-only: Financial Planning & Consulting charged on hourly basis up to $500/hour or flat fees up to $10,000
Main office
1283 Boulevard Way
Walnut Creek CA 94595, United States
Offices (1)
Most active in
California · Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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