CAPITAL MANAGEMENT GROUP

Overview

Capital Management Group is an independent registered investment adviser structured as a limited liability company that focuses on individual and family clients. The firm provides fee-based portfolio management and financial planning, and it also works with small businesses and institutional accounts. Its reported fee model combines a percentage-of-AUM schedule with the possibility of performance-based fees, which suggests the adviser runs both standard advisory portfolios and incentive-aligned strategies for clients willing to accept performance-linked compensation. Investment activity centers on equity exposure — the firm lists a preference for exchange-traded equities — supplemented by mutual funds and structured income solutions. Capital Management Group reports it is not an active ESG investor. The firm indicates use of third-party alternative managers for commodities and oil & gas allocations, and it employs annuities for income or liability-matching purposes when appropriate.

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Public Holdings

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Location & Offices