# Capital Management Advisor Group, LLC

> Capital Management Advisor Group, LLC is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 304617
- Filed as: CAPITAL MANAGEMENT ADVISOR GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304617
- AdvisorCensus page: https://advisorcensus.com/firm/capital-management-advisor-group-llc-walnut-creek-ca-304617

## Quick answers

**How is Capital Management Advisor Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Management Advisor Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Capital Management Advisor Group, LLC charge?**
Its Form ADV Part 2A brochure dated April 16, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states); Flat fee: $10,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Capital Management Advisor Group, LLC located?**
Capital Management Advisor Group, LLC's principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Capital Management Advisor Group, LLC registered with the SEC or a state?**
Capital Management Advisor Group, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304617.

**How much does Capital Management Advisor Group, LLC manage?**
Capital Management Advisor Group, LLC reports $234,080,555 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary).

**How have Capital Management Advisor Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Capital Management Advisor Group, LLC: Regulatory assets under management: $139,104,491 in the October 2021 data and $234,080,555 in the October 2026 data, up 68%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capital Management Advisor Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (50); individuals (other than high net worth individuals) (38).

**Which custodians does Capital Management Advisor Group, LLC use?**
Capital Management Advisor Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Bank and Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Capital Management Advisor Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304617

**What changed in Capital Management Advisor Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $188,132,900 to $234,080,555 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 16, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> The maximum annual fee charged for our Comprehensive Portfolio Management service will not exceed 1.00% and is often less. Fees to be assessed will be outlined in the advisory agreement to be signed by the Client.

- Flat fee: $10,000 (financial planning and consulting services)

> Our firm charges on an hourly or flat fee basis for financial planning and consulting services. ... Flat fees will not exceed $ 10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Capital Bank and Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $234,080,555
- Discretionary: $234,080,555
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $9,230,179 |
| High net worth individuals | 50 | $224,850,376 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cmadvisorgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $139,104,491 | 1 | April 15, 2021 |
| October 2022 | $165,240,000 | 1 | March 3, 2022 |
| October 2023 | $136,671,368 | 3 | March 29, 2023 |
| October 2024 | $163,321,650 | 3 | September 4, 2024 |
| October 2025 | $188,132,900 | 3 | May 15, 2025 |
| October 2026 | $234,080,555 | 3 | April 16, 2026 |

Regulatory assets under management: $139,104,491 in the October 2021 data and $234,080,555 in the October 2026 data, up 68%.
Total employees: 1 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $188,132,900 to $234,080,555 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Management Advisor Group, LLC (CRD 304617): Form ADV filing data as of October 2026.