CAPITAL MANAGEMENT ADVISOR GROUP, LLC
CRD #304617 SEC #801-117169 WALNUT CREEK, CA 925-935-8200
SEC Registered
Total AUM
$188.1M
Discretionary
$188.1M
Employees
3
Clients
10
Accounts
242
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $188.1M | $188.1M | $0 | 3 | 5 |
| Feb 2025 | $188.1M | $188.1M | $0 | 3 | 5 |
| Sep 2024 | $163.3M | $163.3M | $0 | 3 | 0 |
| Mar 2024 | $163.3M | $163.3M | $0 | 3 | 0 |
| Mar 2023 | $136.7M | $136.7M | $0 | 3 | 3 |
| Mar 2022 | $165.2M | $165.2M | $0 | 1 | 0 |
| Apr 2021 | $139.1M | $139.1M | $0 | 1 | 2 |
| Mar 2021 | $139.1M | $139.1M | $0 | 1 | 2 |
| Jun 2020 | $111.2M | $111.2M | $0 | 1 | 1 |
| Feb 2020 | $111.2M | $111.2M | $0 | 1 | 1 |
| Nov 2019 | $100.2M | $100.2M | $0 | 4 | 0 |
| Oct 2019 | $100.2M | $100.2M | $0 | 4 | 0 |
| Oct 2019 | $100.2M | $100.2M | $0 | 4 | 0 |
| Aug 2019 | $0 | $0 | $0 | 4 | 0 |
| Jul 2019 | $0 | $0 | $0 | 4 | 0 |
DateMay 2025
Total AUM$188.1M
Discretionary$188.1M
Non-Disc.$0
Employees3
Clients5
DateFeb 2025
Total AUM$188.1M
Discretionary$188.1M
Non-Disc.$0
Employees3
Clients5
DateSep 2024
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees3
Clients3
DateMar 2022
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$0
Employees1
Clients2
DateMar 2021
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$0
Employees1
Clients2
DateJun 2020
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees1
Clients1
DateFeb 2020
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees1
Clients1
DateNov 2019
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0