Wanship, UT Office

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.