Capital Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$68,002,782
Clients
47
Advisors
2
of 2 employees
About
Capital Management Group, Inc. provides investment management services to individuals, high‑net‑worth clients, trusts, businesses and corporate employee benefit plans. As of December 31, 2025 the firm managed approximately $78.7 million across about 47 client accounts and delivers discretionary and non‑discretionary portfolio management under written investment management agreements.
CMG tailors asset allocation and risk tolerances with each client and follows a buy‑and‑hold approach, maintaining target equity percentages and rebalancing mutual fund holdings semiannually. The firm emphasizes conservative fixed‑income management—often favoring cash equivalents during uncertain markets—and combines mutual funds with select individual equities using internally developed valuation techniques.
Distinctive features include a small, two‑advisor team with a long operating history (since 1985) that serves both private clients and corporate pension/profit‑sharing plans, a mix that indicates the firm handles institutional‑style accounts despite its limited staff. CMG requires the use of Schwab Institutional as custodian for advisory clients, does not vote client proxies on their behalf, and is regulated at the state level following changes in SEC registration eligibility.
Client services
Expertise
Fee options
1.0% annually, billed quarterly at 0.25% per quarter
Account minimum: $100,000 Minimum fee: $1,250 minimum annual fee for accounts below $100,000
Main office
3809 Illinois Avenue, Suite 200
St. Charles IL 60174
Advisors at this office
2
Most active in
Illinois
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.
Forms ADV
Advisors at this firm
Michael G
CFP®, Series 65
St. Charles, IL
Capital Management Group, Inc.
Michael Green is a CFP® with 25 years of experience at Capital Management Group, Inc. and over 45 years with Green Plagge & Associates, a separate accounting and financial planning business he co-founded. He provides accounting, tax, and financial planning services outside of his advisory role. Capital Management Group, Inc. offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with an emphasis on conservative fixed-income management and conducts ongoing portfolio reviews and semiannual rebalancing.
Brian G
Series 65
St. Charles, IL
Capital Management Group, Inc.
Brian Green is a financial advisor at Capital Management Group, Inc. in St. Charles, IL, holding a Series 65 designation with 24 years of industry experience. He has been with Capital Management Group since 2001. Capital Management Group, Inc. provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with a focus on conservative fixed-income management, serving both retail and certain institutional-style clients.
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