CAPITAL MANAGEMENT GROUP, INC.

Overview

Capital Management Group, Inc. is an independent registered investment adviser that serves both individual and institutional clients, focusing on portfolio management and financial planning. The firm’s investment activity is equity-centric: exchange-traded equities are the primary vehicle, and strategies tilt toward separate managed accounts with a clear preference for equity exposure. Advisory services cover financial planning, discretionary portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. The firm charges fees as a percentage of assets under management and also offers hourly billing for certain advisory work. Capital Management Group, Inc. does not identify as an active ESG investor and operates without a multi-state registration profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices