# Capital Management Analytics

> Capital Management Analytics is a state-registered investment advisory firm in Lewis Center, OH, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 130238
- Filed as: CAPITAL MANAGEMENT ANALYTICS
- Legal name: Capital Management Analytics, Corp
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lewis Center, OH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130238
- AdvisorCensus page: https://advisorcensus.com/firm/capital-management-analytics-lewis-center-oh-130238

## Quick answers

**How is Capital Management Analytics compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Management Analytics reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Capital Management Analytics located?**
Capital Management Analytics' principal office is in Lewis Center, OH, according to its Form ADV.

**Is Capital Management Analytics registered with the SEC or a state?**
Capital Management Analytics is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 130238.

**How much does Capital Management Analytics manage?**
Capital Management Analytics reports $83,595,487 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Capital Management Analytics serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (36); other (34).

**Does Capital Management Analytics report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/130238

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $83,595,487
- Discretionary: $83,595,487
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $10,085,072 |
| High net worth individuals | 36 | $20,949,312 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $3,931,112 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 4 | $7,172,606 |
| Other | 34 | $41,457,385 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cma-investments.com](https://cma-investments.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Management Analytics (CRD 130238): Form ADV filing data as of October 2026.