Capital Management Advisor Group provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Capital Management Advisor Group reports 88 clients. They include 50 high-net-worth individuals and 38 individual clients. Of its assets, 100.0% ($234M across 243 accounts) are managed with discretion. Of its clients, 1% are outside the U.S. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 4% |
| High-net-worth individuals | 57% | 96% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 38 | $9.23M | 3.9% | $243K |
| High-net-worth individuals | 50 | $225M | 96.1% | $4.5M |
| Total | 88 | $234M | 100% | $2.66M |
- Clients
- 38
- Regulatory AUM
- $9.23M
- AUM share
- 3.9%
- Avg. per client
- $243K
- Clients
- 50
- Regulatory AUM
- $225M
- AUM share
- 96.1%
- Avg. per client
- $4.5M
Total
- Clients
- 88
- Regulatory AUM
- $234M
- AUM share
- 100%
- Avg. per client
- $2.66M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Capital Management Advisor Group charges up to 1.00% a year for its Comprehensive Portfolio Management. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting is billed hourly, up to $500 an hour, or as a flat fee not exceeding $10,000, set by scope.
Timothy Menez owns 75% or more of Capital Management Advisor Group. The leadership team of Capital Management Advisor Group includes Chief Compliance Officer Timothy Menez. It has 3 employees, 1 of them in advisory roles.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Capital Management Advisor Group, LLC
Timothy Menez
Control person · since August 2019
Capital Management Advisor Group’s regulatory assets grew 1.7× from $139M (April 2021) to $234M (April 2026); clients rose from 67 to 88 and employees from 1 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $234M | 88 | 3 | 2 |
| May 2025May 2025 | $188M | 92 | 3 | 2 |
| Mar 2024March 2024 | $163M | 85 | 3 | 2 |
| Mar 2023March 2023 | $137M | 65 | 3 | 2 |
| Mar 2022March 2022 | $165M | 72 | 1 | 2 |
| Apr 2021April 2021 | $139M | 67 | 1 | 2 |
Besides its headquarters, Capital Management Advisor Group has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
California · 1 listed address
- 1283 Boulevard Way, Walnut CreekHQ
Contact and registration details
- Legal name
- Capital Management Advisor Group, LLC
- Headquarters
- 1283 Boulevard Way, Walnut Creek, CA 94595
- Website
- Not reported
- Phone
- 925-935-8200
- SEC file
- 801-117169
- Founded
- 2019
- Structure
- California LLC
- Fiscal year end
- December
Capital Management Advisor Group’s named custodian for separately managed accounts is Capital Bank and Trust ($202M). Capital Management Advisor Group has custody of $234M for 88 clients.
- Capital Bank and TrustCapital Bank and Trust Company · Irvine, CA · $202M100%
At year end, Capital Management Advisor Group’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks3%
- Funds93%
- Cash4%
How many clients does Capital Management Advisor Group have?
Capital Management Advisor Group has 88 clients and manages $234 million for them, as of April 2026. They include 50 high-net-worth individuals and 38 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 April 2026
What services does Capital Management Advisor Group offer?
Capital Management Advisor Group provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Capital Management Advisor Group charge?
Capital Management Advisor Group charges up to 1.00% a year for its Comprehensive Portfolio Management. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 16 April 2026
Which custodians does Capital Management Advisor Group use?
Capital Management Advisor Group’s separately managed account assets are held at Capital Bank and Trust Company (Irvine, CA), with $202M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 April 2026
How many financial advisors does Capital Management Advisor Group have?
Capital Management Advisor Group has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Capital Management Advisor Group invest in?
At the end of its last fiscal year, Capital Management Advisor Group’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 3% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Capital Management Advisor Group have a minimum investment?
Yes, Capital Management Advisor Group’s minimum account size for its Comprehensive Portfolio Management is $1M.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 16 April 2026
Who owns Capital Management Advisor Group?
Capital Management Advisor Group’s direct owner is Timothy Menez (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 April 2026
How does Capital Management Advisor Group get paid?
Capital Management Advisor Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Capital Management Advisor Group?
Capital Management Advisor Group’s main office is at 1283 Boulevard Way, Walnut Creek, CA 94595. Its phone number is 925-935-8200.