RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 15, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MENEZ, TIMOTHY, BRYANIOWNER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIOWNER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIOWNER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIOWNER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIOWNER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIOWNER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIOWNER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIOWNER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIOWNER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIOWNER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIOWNER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIOWNER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIOWNER & CHIEF COMPLIANCE OFFICERE Control
MENEZ, TIMOTHY, BRYANIOWNER & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
May 15, 2025 REGISTERED

Notice Filings (3)

CA TX UT

Address

1283 BOULEVARD WAY
WALNUT CREEK, CA 94595
United States
Phone: 925-935-8200