CMA ADVISORY GROUP, LLC
CRD #151952 SEC #801-70916 ORLANDO, FL 407-250-6791
SEC Registered Disclosures
Total AUM
$275.8M
Discretionary
$275.8M
Employees
5
Clients
--
Accounts
122
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ASHLEY, KARL, CHESTER | I | MANAGING MEMBER | NA | Control |
| ASHLEY, KARL, CHESTER | I | MANAGING MEMBER | NA | Control |
| ASHLEY, KARL, CHESTER | I | MANAGING MEMBER | NA | Control |
| HOOVER, WILLIAM, HOWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOOVER, WILLIAM, HOWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOOVER, WILLIAM, HOWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOOVER, WILLIAM, HOWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| LOHMAN, ANITA, LYNN | I | MANAGING MEMBER | NA | Control |
| LOHMAN, ANITA, LYNN | I | MANAGING MEMBER | NA | Control |
| LOHMAN, ANITA, LYNN | I | MANAGING MEMBER | NA | Control |
| RUSSO, RANDY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSO, RANDY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSO, RANDY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSO, DAVID, ANTHONY | I | MANAGING MEMBER | E | Control |
| RUSSO, DAVID, ANTHONY | I | MANAGING MEMBER | E | Control |
| RUSSO, DAVID, ANTHONY | I | MANAGING MEMBER | E | Control |
| TEETER, LINDSEY | I | PRESIDENT | D | Control |
| TEETER, LINDSEY | I | PRESIDENT | D | Control |
| TEETER, LINDSEY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| TEETER, LINDSEY | I | PRESIDENT | D | Control |
| TEETER, LINDSEY | I | PRESIDENT | D | Control |
| TEETER, LINDSEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TEETER, LINDSEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| RUSSO, RANDY, DAVID | I | MANAGING MEMBER | B | Control |
| RUSSO, RANDY, DAVID | I | MANAGING MEMBER | B | Control |
| RUSSO, RANDY, DAVID | I | MANAGING MEMBER | B | Control |
| RUSSO, RANDY, DAVID | I | MANAGING MEMBER | B | Control |
| RUSSO, RANDY, DAVID | I | MANAGING MEMBER | B | Control |
| ASHLEY, KARL, CHESTER | I | MANAGING MEMBER | A | Control |
| ASHLEY, KARL, CHESTER | I | MANAGING MEMBER | A | Control |
| ASHLEY, KARL, CHESTER | I | MANAGING MEMBER | A | Control |
| ASHLEY, KARL, CHESTER | I | MANAGING MEMBER | A | Control |
| ASHLEY, KARL, CHESTER | I | MANAGING MEMBER | A | Control |
| ASHLEY, KARL, CHESTER | I | MANAGING MEMBER AND CIO | A | Control |
| ASHLEY, KARL, CHESTER | I | MANAGING MEMBER AND CIO | A | Control |
| RUSSO, JEFFREY | I | MANAGING MEMBER | A | Control |
| RUSSO, JEFFREY | I | MANAGING MEMBER | A | Control |
| RUSSO, JEFFREY | I | MANAGING MEMBER | A | Control |
| RUSSO, JEFFREY | I | MANAGING MEMBER | A | Control |
| RUSSO, JEFFREY | I | MANAGING MEMBER | A | Control |
| WILLIAMS, BROOK, MICHELLE | I | MANAGING MEMBER | A | Control |
| WILLIAMS, BROOK, MICHELLE | I | MANAGING MEMBER | A | Control |
| WILLIAMS, BROOK, MICHELLE | I | MANAGING MEMBER | A | Control |
| WILLIAMS, BROOK, MICHELLE | I | MANAGING MEMBER | A | Control |
| WILLIAMS, BROOK, MICHELLE | I | MANAGING MEMBER | A | Control |
Registrations
Federal
IA
Mar 20, 2013 REGISTERED
Notice Filings (4)
FL IL MI TX
Address
5401 SOUTH KIRKMAN ROADSUITE 210
ORLANDO, FL 32819
United States
Phone: 407-250-6791