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CMG CAPITAL MANAGEMENT GROUP, INC.

MALVERN, PA · CRD 110750 · IAPD ↗ · cmgprivatewealth.com · 610-989-9090

$256.5MRegulatory AUM
8Advisory reps
10Employees
1Clients
1-10Planning clients
2Private funds
33States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — CMG CAPITAL MANAGEMENT GROUP, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
71
April 2026 — CMG CAPITAL MANAGEMENT GROUP, INC. grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2025 — CMG CAPITAL MANAGEMENT GROUP, INC. notice-filed in IA, ID, IN, KS, NJ, NM, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2025 — CMG CAPITAL MANAGEMENT GROUP, INC. now reports 2 private fund(s) ($12.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
25
April 2024 — CMG CAPITAL MANAGEMENT GROUP, INC. changed its website from cmgwealth.com to cmgprivatewealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
48
April 2024 — CMG CAPITAL MANAGEMENT GROUP, INC. notice-filed in LA, MD, MO, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — CMG CAPITAL MANAGEMENT GROUP, INC. added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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