Capital Management Advisor Group, LLC
Capital Management Advisor Group, LLC is an SEC-registered ria in Walnut Creek, CA with $234.1M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Capital Management Advisor Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304617, SEC 801-117169, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $234.1M (2026-04-16)
- Firm type
- Ria
- Location
- Walnut Creek, CA
- Employees
- 3
- Clients
- 88
- CRD
- 304617
- Ownership
- MENEZ, TIMOTHY, BRYAN
How much AUM does Capital Management Advisor Group, LLC have?
Capital Management Advisor Group, LLC reported $234.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Capital Management Advisor Group, LLC?
Disclosed owners and executives of Capital Management Advisor Group, LLC include MENEZ, TIMOTHY, BRYAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.