Cmg Capital Management Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Malvern, PA. Its latest Form ADV filing, dated April 24, 2026, reports $257M in regulatory assets under management, 10 employees, and 951 accounts.
Assets Under Management
$257M
Employees
10
Offices
--
Total Clients
538
Primary office
MALVERN, PA
75 VALLEY STREAM PARKWAY, SUITE 201, MALVERN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Subscription fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.4% of total clients.
Top client categories% of clientsClients
1
Individuals
87.4%
470
2
HNWI
12.3%
66
3
Pooled Investment Vehicles
0.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$257Mas of April 24, 2026
Discretionary82.1%
$211M
82% of total RAUM82.1%
Non-discretionary17.9%
$46M
18% of total RAUM17.9%
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$257M
Total Accounts951
10Y AUM Change+$13M (+5.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee54:1
10Y Employee Change-5 (-33.3%)
* 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.