Capital Management Advisor Group, LLC
● SEC registered since 2019CRD 304617SEC# 801-117169Walnut Creek, CA
Reg. AUM
$234.1M
Employees
3
Accounts
243
Location
Walnut Creek, CA
Capital Management Advisor Group, LLC assets under management
Capital Management Advisor Group, LLC is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 2019. It reports $234.1 million in regulatory assets under management and employs 3 people.
Capital Management Advisor Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Timothy Bryan Menez Control | Owner & Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Capital Management Advisor Group, LLC manage?
Capital Management Advisor Group, LLC reports $234.1 million in regulatory assets under management on its Form ADV.
How many employees does Capital Management Advisor Group, LLC have?
Capital Management Advisor Group, LLC reports 3 employees.
Where is Capital Management Advisor Group, LLC located?
Capital Management Advisor Group, LLC is based in Walnut Creek, CA and has been SEC-registered since 2019.
Does Capital Management Advisor Group, LLC disclose fund performance?
Capital Management Advisor Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1283 Boulevard Way, Walnut Creek, CA 94595 |
| Phone | 925-935-8200 |
| Office hours | 9 a.m. - 4 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$234.1M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$234.1Mregulatory AUM
Discretionary $234.1M