# Capital Management Group, Inc.

> Capital Management Group, Inc. is a state-registered investment advisory firm in Wheaton, IL, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 109898
- Filed as: CAPITAL MANAGEMENT GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wheaton, IL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/109898
- AdvisorCensus page: https://advisorcensus.com/firm/capital-management-group-inc-wheaton-il-109898

## Quick answers

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

**Where is Capital Management Group, Inc. located?**
Capital Management Group, Inc.'s principal office is in Wheaton, IL, according to its Form ADV.

**Is Capital Management Group, Inc. registered with the SEC or a state?**
Capital Management Group, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 109898.

**How much does Capital Management Group, Inc. manage?**
Capital Management Group, Inc. reports $78,714,177 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (95% discretionary).

**What types of clients does Capital Management Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (22); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Capital Management Group, Inc. 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/109898

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $78,714,177
- Discretionary: $74,642,075
- Non-discretionary: $4,072,102

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $5,034,137 |
| High net worth individuals | 25 | $62,968,645 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $10,711,395 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Management Group, Inc. (CRD 109898): Form ADV filing data as of October 2026.