Timothy Menez has been Owner & Chief Compliance Officer of Capital Management Advisor Group since August 2019, is a control person of the firm and directly owns 75% or more of it.
Capital Management Advisor Group, LLC is a Walnut Creek, CA firm with $234M under management, 88 clients and 1 adviser across 2 offices, as of its April 2026 filing.
Tim Menez is Owner and CCO of Capital Management Advisor Group. He began his practice in 1989 and provides the firm's overall direction and leadership.
Timothy Menez’s longest registration was 11 years at Cetera Advisor Networks LLC (2008–2019). Before joining Capital Management Advisor Group in 2019, Timothy Menez was registered through Cetera Advisor Networks LLC and Hornor, Townsend & Kent, Inc.
- – present · 7 yearsWanship, UT · Adviser representative · Firm CRD 304617
- Cetera Advisor Networks LLC– · 11 yearsWalnut Creek, CA · Adviser representative · Firm CRD 13572
- Hornor, Townsend & Kent, Inc.– · 5 yearsWalnut Creek, CA · Adviser representative · Firm CRD 4031
- Wealth Management Consultants Inc– · 8 yearsWalnut Creek, CA · Adviser representative · Firm CRD 136975
Professional designations
Listed by Capital Management Advisor Group
- ChFC
Investment adviser representative registrations
Timothy Menez is registered as an investment adviser representative in 2 states. The first approvals date from August 2019; the most recent is Utah, in April 2021.
- CaliforniaSince 14 August 2019
- UtahSince 20 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 10 February 2004 |
| Series 7 | General Securities Representative Examination | 10 December 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 February 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 November 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Timothy Bryan Menez
- CRD
- 2107877
- Firm
- Capital Management Advisor Group · CRD 304617
- Role
- Owner & Chief Compliance Officer
- Office
- Wanship, UT
- Registration
- Investment adviser registration
- In the industry since
- November 1990
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cmadvisorgroup.com
Where does Timothy Menez work?
Timothy Menez has been Owner & Chief Compliance Officer of Capital Management Advisor Group, LLC since August 2019, and is a control person of the firm.
Is Timothy Menez a financial advisor?
Yes. Timothy Menez has a current investment-adviser registration in California and Utah, through Capital Management Advisor Group since August 2019.
How many years of experience does Timothy Menez have?
Timothy Menez has 35 years in the financial industry, since November 1990, across 4 adviser firms.
What exams has Timothy Menez passed?
Timothy Menez has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 24. The earliest, the Series 6, was passed in November 1990. FINRA credited Timothy Menez with the SIE, which began in October 2018.
Where did Timothy Menez work before Capital Management Advisor Group?
Before Capital Management Advisor Group, Timothy Menez was registered through Hornor, Townsend & Kent, Inc., September 2002 to August 2008; Wealth Management Consultants Inc, July 2002 to September 2010.
Where is Timothy Menez based?
Timothy Menez’s registered office is in Wanship, UT.
Is Timothy Menez registered with FINRA?
No. Timothy Menez has no current broker registration.
How can I verify Timothy Menez’s record?
Search CRD 2107877 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Menez’s full registration record.