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CAPITAL MANAGEMENT ASSOCIATES INC

MINNEAPOLIS, MN · CRD 105010 · IAPD ↗ · tomluing.com · 952-893-1200

$1.88BRegulatory AUM
17Advisory reps
17Employees
12Clients
More than 500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2025 — CAPITAL MANAGEMENT ASSOCIATES INC changed its website from first-advisors.com to tomluing.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
67
April 2024 — CAPITAL MANAGEMENT ASSOCIATES INC reported RAUM up 37% ($1.26B -> $1.72B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.