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C.M. CAPITAL ADVISORS, LLC

PALO ALTO, CA · CRD 157529 · IAPD ↗ · 650-566-6499

$1.96BRegulatory AUM
11Advisory reps
18Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — C.M. CAPITAL ADVISORS, LLC shrank from 15 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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