CAPITAL MANAGEMENT ASSOCIATES INC

RIASEC RegisteredEst. 1990

Total AUM

$1.9B

Discretionary

$785M

42% of AUM

Avg account

$2M

Accounts

931

Employees

Advisory reps

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 105010
Registered since: January 2, 1990
Website: www.cap-mgt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.97%
Pension & Profit Sharing Plans17.14%
Individuals10.32%
Charitable Organizations1.16%
Corporations / Businesses0.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Capital Management Associates Inc. is a corporation that has been SEC-registered since 1990 and functions as a capital allocator for both individual/family and institutional clients. The firm combines advisory services with brokerage, insurance and accounting activities: it operates as a broker‑dealer and as a registered representative of a broker‑dealer, and also provides insurance brokerage and accounting services. Advisory offerings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. Compensation is a mix of percentage-of-AUM, hourly and fixed fees. The firm is not identified as an active ESG investor and is not designated as a multi‑state adviser.