MINNEAPOLIS, MNCRD 105010Latest ADV March 17, 2026
Capital Management Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 17, 2026, reports $1.9B in regulatory assets under management, 17 employees, 2 offices, and 931 accounts.
Assets Under Management
$1.9B
Employees
17
Offices
2 offices
Total Clients
932
Primary office
MINNEAPOLIS, MN
7900 XERXES AVE. S, STE 500, MINNEAPOLIS, MN, United States
Top client segmentIndividuals represent 60.1% of total clients.
Top client categories% of clientsClients
1
Individuals
60.1%
560
2
HNWI
34.0%
317
3
Pension Plans
4.4%
41
4
Charitable
0.9%
8
5
Corporations
0.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 17, 2026
Discretionary41.8%
$785M
42% of total RAUM41.8%
Non-discretionary58.2%
$1.1B
58% of total RAUM58.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.9B
Total Accounts931
10Y AUM Change+$1.2B (+187.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee55:1
10Y Employee Change+3 (+21.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.