CAPITAL MANAGEMENT ADVISORS INC
Firm details
- Headquarters
- MARIETTA, Georgia
- CRD number
- 110447
- Registered since
- November 5, 1991
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals61.86%
- HNWI18.95%
- Charitable Organizations8.43%
- Pension & Profit Sharing Plans5.51%
- Corporations / Businesses5.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Capital Management Advisors Inc. is an independent registered investment advisor established in 1991. The firm primarily serves individual and family clients, offering a range of financial planning services and portfolio management tailored to the needs of both individuals and small businesses. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While the firm does not actively engage in ESG investing, it provides comprehensive advisory services, including pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Cash & Cash Equivalents18%
- US Government Bonds16%
- State & Local Bonds4%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2TEDDY PROPES
Chief Investment OfficerCRD 368274
NATHANIEL PROPES
Chief Investment StrategistCRD 5684365
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MARIETTA, GA
COBB
Location
MARIETTA, GA
Headquartered in MARIETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- COBB
- Address
- 1 Pkwy Ctr Pkwy Pl
- Time zone
- ET (UTC-5)
- Office locations
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