Capital Management Advisors INC
Capital Management Advisors INC is a fee-based, SEC-registered investment adviser in Marietta, Georgia, registered with the SEC since 1991, managing approximately $52M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.
Source: SEC Form ADV · CRD #110447 · SEC #801-40001 · SEC-registered since 1991 (35 yrs) · Last filing data January 1, 2025
- AUM
- $52M
- Fee model
- Fee-based
- Clients
- Not reported
- Employees
- 4
as of 2025
per Form ADV 5.E
Form ADV 5.C — may be institutional
3 advisers
Assets per adviser
$17Mper adviser
A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is more adviser-heavy (fewer assets per adviser).
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Overview
AI-generated summary
Capital Management Advisors INC is a fee-based, SEC-registered investment adviser based in Marietta, Georgia. It reported approximately $52M in regulatory assets under management on its most recent Form ADV. The firm reports one or more disclosure events on Form ADV Item 11 — see the disclosures section below.
This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.
Firm details
- CRD #
- 110447
- SEC #
- 801-40001
- Headquarters
- Marietta, GA
- Employees
- 4
Clients served
Client types not reported on this filing.
Fees & compensation
- Compensation model: Fee-based — the firm reports client fees and may also receive commissions on certain products.
- Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
- Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
- Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.
Assets under management
| Year | Reported AUM |
|---|---|
| 2025 | $52M |
Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.
Disclosures
2025 · Other regulatory agency disclosure
Capital Management Advisors INC reported one or more matters in this category on Form ADV Item 11. Form ADV Part 1 indicates that a disclosure exists but not its outcome; review the full Disclosure Reporting Pages on the SEC IAPD record for details and resolution.
- Detailed, AI-summarized breakdowns of each event are being rolled out across the directory. For now, review the full Disclosure Reporting Pages on the SEC IAPD record.
Frequently asked questions
Is Capital Management Advisors INC a fiduciary?+
Yes. Capital Management Advisors INC is an SEC-registered investment adviser (CRD #110447), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.
How is Capital Management Advisors INC compensated?+
Capital Management Advisors INC reports a fee-based compensation model on its Form ADV. Fee-based advisers charge client fees and may also earn commissions on certain products. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.
How much money does Capital Management Advisors INC manage?+
Capital Management Advisors INC reported approximately $52M in regulatory assets under management as of its most recent Form ADV filing.
Does Capital Management Advisors INC have any disclosures?+
Capital Management Advisors INC reported one or more disclosure events on Form ADV Item 11 (other regulatory agency disclosure). A disclosure is not by itself a finding of wrongdoing; review the full Disclosure Reporting Pages on the SEC IAPD site.
This profile is generated from publicly available SEC filings. Capital Management Advisors INC has not verified or endorsed this information. Last updated from filings: January 1, 2025. View the official filing at SEC IAPD.