A complete list of active advisors currently associated with CMG Capital Management Group, Inc.

Warmer can help you find a great advisor at CMG Capital Management Group, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at CMG Capital Management Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.