Capital Management Group, Inc.

Capital Management Group, Inc. provides investment management services to individuals, high‑net‑worth clients, trusts, businesses and corporate employee benefit plans. As of December 31, 2025 the firm managed approximately $78.7 million across about 47 client accounts and delivers discretionary and non‑discretionary portfolio management under written investment management agreements.

CMG tailors asset allocation and risk tolerances with each client and follows a buy‑and‑hold approach, maintaining target equity percentages and rebalancing mutual fund holdings semiannually. The firm emphasizes conservative fixed‑income management—often favoring cash equivalents during uncertain markets—and combines mutual funds with select individual equities using internally developed valuation techniques.

Distinctive features include a small, two‑advisor team with a long operating history (since 1985) that serves both private clients and corporate pension/profit‑sharing plans, a mix that indicates the firm handles institutional‑style accounts despite its limited staff. CMG requires the use of Schwab Institutional as custodian for advisory clients, does not vote client proxies on their behalf, and is regulated at the state level following changes in SEC registration eligibility.