CAPITAL MANAGEMENT ADVISOR GROUP, LLC

Overview

Capital Management Advisor Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm is individually owned and focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model includes assets-under-management pricing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices