CMG CAPITAL MANAGEMENT GROUP, INC.
CRD #110750 SEC #801-43455 MALVERN, PA 610-989-9090
SEC Registered Private Funds
Total AUM
$251.1M
Discretionary
$219.1M
Employees
11
Clients
0
Accounts
1,002
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $251.1M | $219.1M | $32M | 11 | 5 |
| Apr 2025 | $251.1M | $219.1M | $32M | 11 | 5 |
| Mar 2025 | $251.1M | $219.1M | $32M | 11 | 5 |
| Apr 2024 | $205.3M | $176.8M | $28.4M | 11 | 1 |
| Mar 2024 | $205.3M | $176.8M | $28.4M | 11 | 1 |
| Dec 2023 | $263.2M | $247M | $16.2M | 11 | 5 |
| Mar 2023 | $263.2M | $247M | $16.2M | 11 | 5 |
| Nov 2022 | $267M | $241.8M | $25.2M | 11 | 7 |
| Mar 2022 | $267M | $241.8M | $25.2M | 14 | 7 |
| Feb 2022 | $220.1M | $194.4M | $25.7M | 13 | 7 |
| Feb 2022 | $220.1M | $194.4M | $25.7M | 13 | 7 |
| Nov 2021 | $220.1M | $194.4M | $25.7M | 13 | 7 |
| Nov 2021 | $220.1M | $194.4M | $25.7M | 13 | 7 |
| Mar 2021 | $232.1M | $206.6M | $25.5M | 14 | 7 |
| Jun 2020 | $302.7M | $249.6M | $53.1M | 14 | 9 |
| Mar 2020 | $302.7M | $249.6M | $53.1M | 14 | 9 |
| Nov 2019 | $352M | $257.9M | $94.1M | 15 | 9 |
| Mar 2019 | $352M | $257.9M | $94.1M | 15 | 9 |
| Feb 2019 | $457M | $311.4M | $145.6M | 14 | 9 |
| Nov 2018 | $457M | $311.4M | $145.6M | 14 | 9 |
| Jul 2018 | $457M | $311.4M | $145.6M | 14 | 9 |
| Mar 2018 | $457M | $311.4M | $145.6M | 14 | 9 |
| Dec 2017 | $243.5M | $243.5M | $0 | 15 | 3,000 |
| Jan 2017 | $243.5M | $243.5M | $0 | 15 | 3,000 |
| Oct 2016 | $300.7M | $300.7M | $0 | 15 | 3,000 |
| Mar 2016 | $300.7M | $300.7M | $0 | 15 | 3,000 |
| Dec 2015 | $489M | $382M | $107M | 17 | 3,000 |
| May 2015 | $489M | $382M | $107M | 17 | 3,000 |
| Mar 2015 | $489M | $382M | $107M | 17 | 3,000 |
| Nov 2014 | $403M | $403M | $0 | 17 | 3,000 |
| Mar 2014 | $403M | $403M | $0 | 17 | 3,000 |
| Dec 2013 | $428.7M | $399.6M | $29.2M | 17 | 2,900 |
| Dec 2013 | $428.7M | $399.6M | $29.2M | 17 | 2,900 |
| Mar 2013 | $432M | $425M | $7M | 19 | 2,900 |
| Dec 2012 | $436.6M | $436.6M | $0 | 17 | 3,100 |
| Dec 2012 | $436.6M | $436.6M | $0 | 17 | 3,100 |
| Oct 2012 | $436.6M | $436.6M | $0 | 11 | 3,100 |
| Sep 2012 | $412.1M | $412.1M | $0 | 11 | 2,860 |
| Sep 2012 | $412.1M | $412.1M | $0 | 11 | 2,860 |
| Sep 2012 | $412.1M | $412.1M | $0 | 11 | 2,860 |
| Jul 2012 | $399.5M | $399.5M | $0 | 11 | 2,860 |
| Jun 2012 | $441.3M | $441.3M | $0 | 11 | 2,860 |
| May 2012 | $441.3M | $441.3M | $0 | 11 | 2,860 |
| Apr 2012 | $441.3M | $441.3M | $0 | 11 | 2,860 |
| Mar 2012 | $407.2M | $407.2M | $0 | 11 | 2,860 |
| Nov 2011 | $439M | $439M | $0 | 11 | 2,800 |
| Jul 2011 | $440.6M | $440.6M | $0 | -- | -- |
| May 2011 | $415.6M | $415.6M | $0 | -- | -- |
| Apr 2011 | $395.7M | $395.7M | $0 | -- | -- |
| Apr 2011 | $395.7M | $395.7M | $0 | -- | -- |
| Mar 2011 | $395.7M | $395.7M | $0 | -- | -- |
| Mar 2011 | $395.7M | $395.7M | $0 | -- | -- |
| Feb 2011 | $395.7M | $395.7M | $0 | -- | -- |
| Jul 2010 | $443M | $443M | $0 | -- | -- |
| Jul 2010 | $443M | $443M | $0 | -- | -- |
| May 2009 | $186.2M | $186.2M | $0 | -- | -- |
| Apr 2009 | $123.2M | $123.2M | $0 | -- | -- |
| Mar 2007 | $46M | $46M | $0 | -- | -- |
| Dec 2004 | $190M | $190M | $0 | 10 | -- |
| Apr 2004 | $190M | $190M | $0 | 10 | -- |
| Oct 2003 | $111M | $111M | $0 | 10 | -- |
| Apr 2002 | $81M | $81M | $0 | 5 | -- |
| Jun 2001 | $81M | $81M | $0 | 5 | -- |
DateOct 2025
Total AUM$251.1M
Discretionary$219.1M
Non-Disc.$32M
Employees11
Clients5
DateApr 2025
Total AUM$251.1M
Discretionary$219.1M
Non-Disc.$32M
Employees11
Clients5
DateMar 2025
Total AUM$251.1M
Discretionary$219.1M
Non-Disc.$32M
Employees11
Clients5
DateApr 2024
Total AUM$205.3M
Discretionary$176.8M
Non-Disc.$28.4M
Employees11
Clients1
DateMar 2024
Total AUM$205.3M
Discretionary$176.8M
Non-Disc.$28.4M
Employees11
Clients1
DateDec 2023
Total AUM$263.2M
Discretionary$247M
Non-Disc.$16.2M
Employees11
Clients5
DateMar 2023
Total AUM$263.2M
Discretionary$247M
Non-Disc.$16.2M
Employees11
Clients5
DateNov 2022
Total AUM$267M
Discretionary$241.8M
Non-Disc.$25.2M
Employees11
Clients7
DateMar 2022
Total AUM$267M
Discretionary$241.8M
Non-Disc.$25.2M
Employees14
Clients7
DateFeb 2022
Total AUM$220.1M
Discretionary$194.4M
Non-Disc.$25.7M
Employees13
Clients7
DateFeb 2022
Total AUM$220.1M
Discretionary$194.4M
Non-Disc.$25.7M
Employees13
Clients7
DateNov 2021
Total AUM$220.1M
Discretionary$194.4M
Non-Disc.$25.7M
Employees13
Clients7
DateNov 2021
Total AUM$220.1M
Discretionary$194.4M
Non-Disc.$25.7M
Employees13
Clients7
DateMar 2021
Total AUM$232.1M
Discretionary$206.6M
Non-Disc.$25.5M
Employees14
Clients7
DateJun 2020
Total AUM$302.7M
Discretionary$249.6M
Non-Disc.$53.1M
Employees14
Clients9
DateMar 2020
Total AUM$302.7M
Discretionary$249.6M
Non-Disc.$53.1M
Employees14
Clients9
DateNov 2019
Total AUM$352M
Discretionary$257.9M
Non-Disc.$94.1M
Employees15
Clients9
DateMar 2019
Total AUM$352M
Discretionary$257.9M
Non-Disc.$94.1M
Employees15
Clients9
DateFeb 2019
Total AUM$457M
Discretionary$311.4M
Non-Disc.$145.6M
Employees14
Clients9
DateNov 2018
Total AUM$457M
Discretionary$311.4M
Non-Disc.$145.6M
Employees14
Clients9
DateJul 2018
Total AUM$457M
Discretionary$311.4M
Non-Disc.$145.6M
Employees14
Clients9
DateMar 2018
Total AUM$457M
Discretionary$311.4M
Non-Disc.$145.6M
Employees14
Clients9
DateDec 2017
Total AUM$243.5M
Discretionary$243.5M
Non-Disc.$0
Employees15
Clients3,000
DateJan 2017
Total AUM$243.5M
Discretionary$243.5M
Non-Disc.$0
Employees15
Clients3,000
DateOct 2016
Total AUM$300.7M
Discretionary$300.7M
Non-Disc.$0
Employees15
Clients3,000
DateMar 2016
Total AUM$300.7M
Discretionary$300.7M
Non-Disc.$0
Employees15
Clients3,000
DateDec 2015
Total AUM$489M
Discretionary$382M
Non-Disc.$107M
Employees17
Clients3,000
DateMay 2015
Total AUM$489M
Discretionary$382M
Non-Disc.$107M
Employees17
Clients3,000
DateMar 2015
Total AUM$489M
Discretionary$382M
Non-Disc.$107M
Employees17
Clients3,000
DateNov 2014
Total AUM$403M
Discretionary$403M
Non-Disc.$0
Employees17
Clients3,000
DateMar 2014
Total AUM$403M
Discretionary$403M
Non-Disc.$0
Employees17
Clients3,000
DateDec 2013
Total AUM$428.7M
Discretionary$399.6M
Non-Disc.$29.2M
Employees17
Clients2,900
DateDec 2013
Total AUM$428.7M
Discretionary$399.6M
Non-Disc.$29.2M
Employees17
Clients2,900
DateMar 2013
Total AUM$432M
Discretionary$425M
Non-Disc.$7M
Employees19
Clients2,900
DateDec 2012
Total AUM$436.6M
Discretionary$436.6M
Non-Disc.$0
Employees17
Clients3,100
DateDec 2012
Total AUM$436.6M
Discretionary$436.6M
Non-Disc.$0
Employees17
Clients3,100
DateOct 2012
Total AUM$436.6M
Discretionary$436.6M
Non-Disc.$0
Employees11
Clients3,100
DateSep 2012
Total AUM$412.1M
Discretionary$412.1M
Non-Disc.$0
Employees11
Clients2,860
DateSep 2012
Total AUM$412.1M
Discretionary$412.1M
Non-Disc.$0
Employees11
Clients2,860
DateSep 2012
Total AUM$412.1M
Discretionary$412.1M
Non-Disc.$0
Employees11
Clients2,860
DateJul 2012
Total AUM$399.5M
Discretionary$399.5M
Non-Disc.$0
Employees11
Clients2,860
DateJun 2012
Total AUM$441.3M
Discretionary$441.3M
Non-Disc.$0
Employees11
Clients2,860
DateMay 2012
Total AUM$441.3M
Discretionary$441.3M
Non-Disc.$0
Employees11
Clients2,860
DateApr 2012
Total AUM$441.3M
Discretionary$441.3M
Non-Disc.$0
Employees11
Clients2,860
DateMar 2012
Total AUM$407.2M
Discretionary$407.2M
Non-Disc.$0
Employees11
Clients2,860
DateNov 2011
Total AUM$439M
Discretionary$439M
Non-Disc.$0
Employees11
Clients2,800
DateJul 2011
Total AUM$440.6M
Discretionary$440.6M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$415.6M
Discretionary$415.6M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$443M
Discretionary$443M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$443M
Discretionary$443M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$46M
Discretionary$46M
Non-Disc.$0
Employees--
Clients--
DateDec 2004
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees5
Clients--