# CM Capital Partners

> CM Capital Partners is a state-registered investment advisory firm in Millstone Township, NJ, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 291720
- Filed as: CM CAPITAL PARTNERS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Millstone Township, NJ
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291720
- AdvisorCensus page: https://advisorcensus.com/firm/cm-capital-partners-millstone-township-nj-291720

## Quick answers

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

**Where is CM Capital Partners located?**
CM Capital Partners' principal office is in Millstone Township, NJ, according to its Form ADV.

**Is CM Capital Partners registered with the SEC or a state?**
CM Capital Partners is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291720.

**How much does CM Capital Partners manage?**
CM Capital Partners reports $15,300,000 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (73% discretionary).

**What types of clients does CM Capital Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (26); corporations or other businesses not listed above (3).

**Does CM Capital Partners 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/291720

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,300,000
- Discretionary: $11,100,000
- Non-discretionary: $4,200,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $2,800,000 |
| High net worth individuals | 26 | $11,700,000 |
| Banking or thrift institutions | 0 | $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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $800,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, MD, NJ, NV, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- centrade.info
- cmcapitalpartners.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CM Capital Partners (CRD 291720): Form ADV filing data as of October 2026.