CMG Capital Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$235,904,980
Clients
536
Advisors
3
of 10 employees
About
CMG Capital Management Group serves individual and high‑net‑worth clients through discretionary and non‑discretionary portfolio management and also provides asset‑management platform (TAMP) services to other advisers. The firm manages separate accounts and offers access to pooled investment vehicles and third‑party strategist models, and it makes private fund and direct‑investment opportunities available to qualified investors subject to Subscription Agreements and offering documents.
Advisors at CMG employ a mix of systematic, quantitative and tactical strategies tailored to client objectives, allocating across cash, equities, fixed income, ETFs, mutual funds, interval funds, structured notes and private investments. The brochure describes a wide strategy menu (e.g., Tactical All Asset, Managed High Yield, Large Cap Long/Flat, Beta Rotation, Metals and Managed Gold) and explains that Syntax Data‑powered stratified index allocations, third‑party strategists and model portfolios may be used as part of client solutions.
What is distinctive for a firm of this size is its role as an adviser and manager of affiliated pooled vehicles (Glide Fund Series and Glide Direct Series) and its platform business that supports other advisers and pooled‑vehicle management, activities that are uncommon among peers. The brochure also discloses a range of related practices and conflicts — including co‑licensing an index to VanEck (the ETF LFEQ) and a prior SEC settlement concerning the advertising of backtested performance for one strategy — and describes specific opt‑out rights, investor qualification requirements, and the firm’s disclosure and due diligence processes for private and direct investments.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 2.25% $250,001 - $500,000: 1.65% $500,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% Above $10,000,001+: 0.50%
Advisory persons may sell insurance products on a commission basis; no advisory fee charged in addition to commissions.
Performance-based fees charged on a case-by-case basis to qualified clients, terms negotiated individually.
Subscription fees for platform services range from 0.08% to 0.30% depending on asset levels.
Account minimum: $500,000
Main office
75 Valley Stream Parkway, Suite 201
Malvern PA 19355
Advisors at this office
3
Most active in
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Also doing business as
Capital Growth Management, Inc. · Cmg Capital Management Group, Inc.
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.
Quick links
Advisors at this firm
Stephen B
Series 63, Series 65
Malvern, PA
CMG Capital Management Group, Inc.
Stephen Blumenthal is a financial advisor at CMG Capital Management Group, Inc. in Malvern, PA, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CMG since 1994, where he serves as CEO and CIO. Prior to CMG, he worked at Purshe Kaplan Sterling Investments, Amera Securities, and Metric Financial. CMG Capital Management Group serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and provides asset-management platform services to other advisers. The firm employs systematic, quantitative, and tactical strategies across a broad range of asset classes and manages affiliated pooled vehicles and private investment opportunities.
Avi R
Series 63, Series 65
Malvern, PA
CMG Capital Management Group, Inc.
Avi Rutstein is a financial advisor at CMG Capital Management Group, Inc. with 20 years of industry experience. He has held roles at Metric Financial LLC, Integral Wealth Securities LLC, and has been with CMG since 2007. He holds Series 63 and Series 65 licenses. CMG Capital Management Group serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and provides an asset-management platform to other advisers. The firm uses systematic, quantitative, and tactical strategies across a broad range of investment types and manages affiliated pooled vehicles and platform services uncommon among firms of its size.
Kyle N
Series 63, Series 65
Malvern, PA
CMG Capital Management Group, Inc.
Kyle North is a financial advisor at CMG Capital Management Group, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Amera Securities LLC and Metric Financial, LLC. CMG Capital Management Group serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and provides a third-party asset-management platform to other advisers. The firm uses a mix of systematic, quantitative, and tactical strategies across various asset classes and manages affiliated pooled vehicles while supporting other advisers with its platform services.
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