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CAPITAL MANAGEMENT ADVISOR GROUP, LLC

WALNUT CREEK, CA · CRD 304617 · IAPD ↗ · cmadvisorgroup.com · 925-935-8200

$234.1MRegulatory AUM
1Advisory reps
3Employees
5Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2025 — CAPITAL MANAGEMENT ADVISOR GROUP, LLC 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

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