CAPITAL MANAGEMENT ASSOCIATES INC
CRD #105010 SEC #801-35808 MINNEAPOLIS, MN 952-893-1200
SEC Registered Broker-Dealer
Total AUM
$1.6B
Discretionary
$776.1M
Employees
17
Clients
--
Accounts
932
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.6B | $776.1M | $851.8M | 17 | 10 |
| Mar 2024 | $1.7B | $701.2M | $1B | 17 | 10 |
| Mar 2023 | $1.3B | $587.8M | $667.7M | 17 | 10 |
| Apr 2022 | $1.3B | $579.6M | $749.1M | 17 | 8 |
| Feb 2022 | $1.3B | $579.6M | $749.1M | 17 | 8 |
| Mar 2021 | $1.1B | $497.6M | $636.8M | 16 | 8 |
| Jan 2021 | $1B | $421.6M | $583M | 16 | 8 |
| Apr 2020 | $1B | $421.6M | $583M | 16 | 8 |
| Mar 2020 | $1B | $421.6M | $583M | 16 | 8 |
| Mar 2020 | $1B | $421.6M | $583M | 16 | 8 |
| Jan 2020 | $824.7M | $399.1M | $425.5M | 16 | 8 |
| Nov 2019 | $824.7M | $399.1M | $425.5M | 16 | 8 |
| Aug 2019 | $824.7M | $399.1M | $425.5M | 16 | 8 |
| May 2019 | $824.7M | $399.1M | $425.5M | 16 | 8 |
| Mar 2019 | $824.7M | $399.1M | $425.5M | 16 | 8 |
| May 2018 | $911.4M | $381.5M | $529.8M | 16 | 8 |
| Apr 2018 | $911.4M | $381.5M | $529.8M | 16 | 8 |
| Apr 2018 | $911.4M | $381.5M | $529.8M | 16 | 8 |
| Mar 2018 | $911.4M | $381.5M | $529.8M | 16 | 8 |
| Nov 2017 | $653.8M | $191.2M | $462.6M | 14 | 5 |
| Nov 2017 | $653.8M | $191.2M | $462.6M | 14 | 5 |
| May 2017 | $653.8M | $191.2M | $462.6M | 14 | 400 |
| Mar 2017 | $653.8M | $191.2M | $462.6M | 14 | 400 |
| Nov 2016 | $652.5M | $103.6M | $549M | 14 | 400 |
| Aug 2016 | $433.5M | $370K | $433.2M | 9 | 200 |
| Mar 2016 | $433.5M | $370K | $433.2M | 9 | 200 |
| Oct 2015 | $427.3M | $367.5K | $426.9M | 10 | 200 |
| Mar 2015 | $427.3M | $367.5K | $426.9M | 10 | 200 |
| Dec 2014 | $439M | $328.4K | $438.7M | 8 | 200 |
| Apr 2014 | $439M | $328.4K | $438.7M | 8 | 200 |
| Mar 2014 | $439M | $328.4K | $438.7M | 8 | 200 |
| Mar 2014 | $439M | $328.4K | $438.7M | 8 | 200 |
| Feb 2014 | $439M | $328.4K | $438.7M | 8 | 200 |
| Dec 2013 | $320.6M | $190.3K | $320.4M | 8 | 200 |
| Mar 2013 | $320.6M | $190.3K | $320.4M | 8 | 200 |
| Mar 2012 | $274.5M | $172.6K | $274.4M | 11 | 200 |
| Mar 2011 | $296.4M | $216.4K | $296.2M | -- | -- |
| Mar 2009 | $246M | $157.8K | $245.9M | -- | -- |
| Mar 2008 | $305.3M | $252.8K | $305.1M | -- | -- |
| Jan 2008 | $251.8M | $0 | $251.8M | -- | -- |
| Mar 2007 | $251.8M | $0 | $251.8M | -- | -- |
| Jan 2007 | $218.9M | $0 | $218.9M | -- | -- |
| Mar 2006 | $218.9M | $0 | $218.9M | -- | -- |
| Sep 2005 | $156.8M | $0 | $156.8M | -- | -- |
| Sep 2005 | $156.8M | $0 | $156.8M | -- | -- |
| Nov 2003 | $88.9M | $0 | $88.9M | 10 | -- |
| Mar 2002 | $96.4M | $0 | $96.4M | 10 | -- |
| Jul 2001 | $110.5M | $5.3M | $105.3M | 10 | -- |
DateMar 2025
Total AUM$1.6B
Discretionary$776.1M
Non-Disc.$851.8M
Employees17
Clients10
DateMar 2024
Total AUM$1.7B
Discretionary$701.2M
Non-Disc.$1B
Employees17
Clients10
DateMar 2023
Total AUM$1.3B
Discretionary$587.8M
Non-Disc.$667.7M
Employees17
Clients10
DateApr 2022
Total AUM$1.3B
Discretionary$579.6M
Non-Disc.$749.1M
Employees17
Clients8
DateFeb 2022
Total AUM$1.3B
Discretionary$579.6M
Non-Disc.$749.1M
Employees17
Clients8
DateMar 2021
Total AUM$1.1B
Discretionary$497.6M
Non-Disc.$636.8M
Employees16
Clients8
DateJan 2021
Total AUM$1B
Discretionary$421.6M
Non-Disc.$583M
Employees16
Clients8
DateApr 2020
Total AUM$1B
Discretionary$421.6M
Non-Disc.$583M
Employees16
Clients8
DateMar 2020
Total AUM$1B
Discretionary$421.6M
Non-Disc.$583M
Employees16
Clients8
DateMar 2020
Total AUM$1B
Discretionary$421.6M
Non-Disc.$583M
Employees16
Clients8
DateJan 2020
Total AUM$824.7M
Discretionary$399.1M
Non-Disc.$425.5M
Employees16
Clients8
DateNov 2019
Total AUM$824.7M
Discretionary$399.1M
Non-Disc.$425.5M
Employees16
Clients8
DateAug 2019
Total AUM$824.7M
Discretionary$399.1M
Non-Disc.$425.5M
Employees16
Clients8
DateMay 2019
Total AUM$824.7M
Discretionary$399.1M
Non-Disc.$425.5M
Employees16
Clients8
DateMar 2019
Total AUM$824.7M
Discretionary$399.1M
Non-Disc.$425.5M
Employees16
Clients8
DateMay 2018
Total AUM$911.4M
Discretionary$381.5M
Non-Disc.$529.8M
Employees16
Clients8
DateApr 2018
Total AUM$911.4M
Discretionary$381.5M
Non-Disc.$529.8M
Employees16
Clients8
DateApr 2018
Total AUM$911.4M
Discretionary$381.5M
Non-Disc.$529.8M
Employees16
Clients8
DateMar 2018
Total AUM$911.4M
Discretionary$381.5M
Non-Disc.$529.8M
Employees16
Clients8
DateNov 2017
Total AUM$653.8M
Discretionary$191.2M
Non-Disc.$462.6M
Employees14
Clients5
DateNov 2017
Total AUM$653.8M
Discretionary$191.2M
Non-Disc.$462.6M
Employees14
Clients5
DateMay 2017
Total AUM$653.8M
Discretionary$191.2M
Non-Disc.$462.6M
Employees14
Clients400
DateMar 2017
Total AUM$653.8M
Discretionary$191.2M
Non-Disc.$462.6M
Employees14
Clients400
DateNov 2016
Total AUM$652.5M
Discretionary$103.6M
Non-Disc.$549M
Employees14
Clients400
DateAug 2016
Total AUM$433.5M
Discretionary$370K
Non-Disc.$433.2M
Employees9
Clients200
DateMar 2016
Total AUM$433.5M
Discretionary$370K
Non-Disc.$433.2M
Employees9
Clients200
DateOct 2015
Total AUM$427.3M
Discretionary$367.5K
Non-Disc.$426.9M
Employees10
Clients200
DateMar 2015
Total AUM$427.3M
Discretionary$367.5K
Non-Disc.$426.9M
Employees10
Clients200
DateDec 2014
Total AUM$439M
Discretionary$328.4K
Non-Disc.$438.7M
Employees8
Clients200
DateApr 2014
Total AUM$439M
Discretionary$328.4K
Non-Disc.$438.7M
Employees8
Clients200
DateMar 2014
Total AUM$439M
Discretionary$328.4K
Non-Disc.$438.7M
Employees8
Clients200
DateMar 2014
Total AUM$439M
Discretionary$328.4K
Non-Disc.$438.7M
Employees8
Clients200
DateFeb 2014
Total AUM$439M
Discretionary$328.4K
Non-Disc.$438.7M
Employees8
Clients200
DateDec 2013
Total AUM$320.6M
Discretionary$190.3K
Non-Disc.$320.4M
Employees8
Clients200
DateMar 2013
Total AUM$320.6M
Discretionary$190.3K
Non-Disc.$320.4M
Employees8
Clients200
DateMar 2012
Total AUM$274.5M
Discretionary$172.6K
Non-Disc.$274.4M
Employees11
Clients200
DateMar 2011
Total AUM$296.4M
Discretionary$216.4K
Non-Disc.$296.2M
Employees--
Clients--
DateMar 2009
Total AUM$246M
Discretionary$157.8K
Non-Disc.$245.9M
Employees--
Clients--
DateMar 2008
Total AUM$305.3M
Discretionary$252.8K
Non-Disc.$305.1M
Employees--
Clients--
DateJan 2008
Total AUM$251.8M
Discretionary$0
Non-Disc.$251.8M
Employees--
Clients--
DateMar 2007
Total AUM$251.8M
Discretionary$0
Non-Disc.$251.8M
Employees--
Clients--
DateJan 2007
Total AUM$218.9M
Discretionary$0
Non-Disc.$218.9M
Employees--
Clients--
DateMar 2006
Total AUM$218.9M
Discretionary$0
Non-Disc.$218.9M
Employees--
Clients--
DateSep 2005
Total AUM$156.8M
Discretionary$0
Non-Disc.$156.8M
Employees--
Clients--
DateSep 2005
Total AUM$156.8M
Discretionary$0
Non-Disc.$156.8M
Employees--
Clients--
DateNov 2003
Total AUM$88.9M
Discretionary$0
Non-Disc.$88.9M
Employees10
Clients--
DateMar 2002
Total AUM$96.4M
Discretionary$0
Non-Disc.$96.4M
Employees10
Clients--
DateJul 2001
Total AUM$110.5M
Discretionary$5.3M
Non-Disc.$105.3M
Employees10
Clients--