CMG Capital Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, and publishing newsletters. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 2 private funds.
CMG Capital Management Group reports 538 clients. They include 470 individual clients, 66 high-net-worth individuals and 2 pooled investment vehicles. Of its assets, 82.1% ($211M across 808 accounts) are managed with discretion; $46M across 143 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 31% |
| High-net-worth individuals | 12% | 61% |
| Pooled investment vehicles | <1% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 470 | $78.6M | 30.7% | $167K |
| High-net-worth individuals | 66 | $157M | 61.3% | $2.38M |
| Pooled investment vehicles | 2 | $20.6M | 8.0% | $10.3M |
| Total | 538 | $257M | 100% | $477K |
- Clients
- 470
- Regulatory AUM
- $78.6M
- AUM share
- 30.7%
- Avg. per client
- $167K
- Clients
- 66
- Regulatory AUM
- $157M
- AUM share
- 61.3%
- Avg. per client
- $2.38M
- Clients
- 2
- Regulatory AUM
- $20.6M
- AUM share
- 8.0%
- Avg. per client
- $10.3M
Total
- Clients
- 538
- Regulatory AUM
- $257M
- AUM share
- 100%
- Avg. per client
- $477K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 1–10
CMG Capital Management Group is paid through a percentage of assets under management and subscription fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Stephen Blumenthal owns 75% or more of CMG Capital Management Group. The leadership team of CMG Capital Management Group includes Chief Compliance Officer Stephen Blumenthal. It has 10 employees, 8 of them in advisory roles.
Staff
- 10 employees
- 8 in advisory functions
- 2 state-registered reps
- 3 broker-dealer reps
- 1 insurance agent
- 11 soliciting firms
- Owns 75% or more of CMG Capital Management Group, Inc.
Stephen Blumenthal
Control person · since June 1994
- Owns 10% to 25% of CMG Capital Management Group, Inc.
Rory Riggs
since October 2018
- Owns 5% to 10% of CMG Capital Management Group, Inc.
Susan Blumenthal
since December 2014
CMG Capital Management Group’s regulatory assets grew from $232M (March 2021) to $257M (April 2026); clients fell from 1,228 to 538 and employees from 14 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $257M | 538 | 10 | 1 |
| Apr 2025April 2025 | $251M | 549 | 11 | 2 |
| Apr 2024April 2024 | $205M | 480 | 11 | 4 |
| Mar 2023March 2023 | $263M | 1,813 | 11 | 1 |
| Mar 2022March 2022 | $267M | 1,412 | 14 | 1 |
| Mar 2021March 2021 | $232M | 1,228 | 14 | 1 |
Besides its headquarters, CMG Capital Management Group has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 75 Valley Stream Parkway, Suite 201, MalvernHQ
Contact and registration details
- Legal name
- CMG Capital Management Group, Inc.
- Headquarters
- 75 Valley Stream Parkway, Suite 201, Malvern, PA 19355
- Website
- cmgprivatewealth.com
- Phone
- 610-989-9090
- SEC file
- 801-43455
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
CMG Capital Management Group’s named custodians for separately managed accounts are Axos Advisor Services ($126M, 81%) and U.S. Bank ($28.8M, 19%). CMG Capital Management Group does not have custody of client assets.
- Axos Advisor ServicesAxos Advisor Services · Centennial, CO · $126M81%
- U.S. BankU.S. Bank · Milwaukee, WI · $28.8M19%
At year end, CMG Capital Management Group’s separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks2%
- Funds92%
- Pooled vehicles59%
- Registered funds33%
- Cash6%
How many clients does CMG Capital Management Group have?
CMG Capital Management Group has 538 clients and manages $257 million for them, as of April 2026. They include 470 individual clients, 66 high-net-worth individuals and 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 April 2026
What services does CMG Capital Management Group offer?
CMG Capital Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does CMG Capital Management Group use?
CMG Capital Management Group’s separately managed account assets are held at Axos Advisor Services (Centennial, CO), with $126M and U.S. Bank (Milwaukee, WI), with $28.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 April 2026
How many financial advisors does CMG Capital Management Group have?
CMG Capital Management Group has 2 investment adviser representatives registered with state securities authorities, out of 10 employees, and 8 perform investment advisory functions. 3 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 CMG Capital Management Group invest in?
At the end of its last fiscal year, CMG Capital Management Group’s separately managed accounts held 59% pooled vehicles (private funds and similar), 33% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 2% exchange-traded equities. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns CMG Capital Management Group?
CMG Capital Management Group’s direct owners are Stephen Blumenthal (75% or more), Susan Blumenthal (5% to 10%) and Rory Riggs (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 April 2026
How does CMG Capital Management Group get paid?
CMG Capital Management Group is paid through a percentage of assets under management and subscription 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 CMG Capital Management Group?
CMG Capital Management Group’s main office is at 75 Valley Stream Parkway, Suite 201, Malvern, PA 19355. Its phone number is 610-989-9090. Its website is cmgprivatewealth.com.