WALNUT CREEK, CACRD 304617Latest ADV April 16, 2026
Capital Management Advisor Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated April 16, 2026, reports $234M in regulatory assets under management, 3 employees, 1 office, and 243 accounts.
Assets Under Management
$234M
Employees
3
Offices
1 office
Total Clients
88
Primary office
WALNUT CREEK, CA
1283 BOULEVARD WAY, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.8% of total clients.
Top client categories% of clientsClients
1
HNWI
56.8%
50
2
Individuals
43.2%
38
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$234Mas of April 16, 2026
Discretionary100.0%
$234M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$234M
Total Accounts243
10Y AUM Change+$234M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee29:1
10Y Employee Change-1 (-25.0%)
* 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.