Capital Management Advisor Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$234,080,555
Clients
88
57% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
88
HighAverage account size
$2,660,006
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
Financial planning
Portfolio management
Expertise
Income planning
Cash flow / budgeting
General tax planning
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 location
Capital Management Advisor Group, LLC
1283 Boulevard Way
Walnut Creek CA 94595, United States
Number of offices
2
Most active in
Capital Management Advisor Group, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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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