CAPITAL MANAGEMENT ADVISORS LP
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 134969
- Website
- www.cmalp.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI74.43%
- Pooled Investment Vehicles16.77%
- Individuals8.8%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Capital Management Advisors LP is an independent registered investment adviser operating as a limited partnership. The firm serves both individual and family clients as well as institutional investors, providing financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. Its fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance‑based fees. Investment activity is equity‑centric: the firm uses exchange‑traded equities and mutual funds as core building blocks for client portfolios while also sponsoring and acting as a managing member or general partner of pooled investment vehicles. It does not position itself as an active ESG investor and it is not presented as a multi‑state adviser or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents11%
- State & Local Bonds1%
Owners & executives
1 of 1RICHARD RAINEY
Founder, President and CEOCRD 4570460
Contacts
1 of 1BENJAMIN O'BRIEN
Wealth ManagementCRD 5571673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 16225 Park Ten Pl
- Time zone
- CT (UTC-6)
- Office locations
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