Capital Management Advisor Group, LLC

Capital Management Advisor Group serves individual and high‑net‑worth clients and offers comprehensive portfolio management alongside standalone financial planning and consulting. Its advisory services cover asset management using stocks, bonds, mutual funds, ETFs and options, and the firm also delivers planning work across retirement, estate, tax, charitable and business matters.

The firm provides individualized portfolio management with ongoing monitoring and periodic rebalancing tied to clients’ goals and time horizons, while financial planning engagements are typically delivered as standalone plans or consultations unless the client requests ongoing updates. It uses third‑party money managers as needed and conducts due diligence on those managers, and it generally directs custody and trade execution to a single recommended qualified custodian that clients are asked to use.

Noteworthy aspects include managing roughly $234 million across about 88 client relationships while operating with a single advisor, producing a relatively high assets‑per‑advisor profile compared with peers. The firm’s principal is a licensed insurance agent and the advisory offering includes business‑oriented planning services (such as corporate structure, cost segregation studies and lines‑of‑credit analysis) and a managed‑account minimum, features that are less common for firms of this size.