Data / Investment advisers / Georgia / Capital Management Advisors Inc
Capital Management Advisors Inc, Marietta, GA: $52 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Capital Management Advisors Inc is an SEC registered investment adviser with its main office in Marietta, Georgia and reports $52 million in regulatory assets under management in its Form ADV filed December 12, 2025. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 110447
- SEC file number
- 801-40001
- SEC status
- Approved, effective November 5, 1991
- Main office
- One Parkway Center 1850 Parkway Pl Se, Ste 1025, Marietta, GA 30067
- Phone
- (770) 422-4606
- Website
- ccmcma.com
- Regulatory AUM
- $52,004,472 in the Form ADV filed December 12, 2025
- Discretionary AUM
- $48,467,658
- Non discretionary AUM
- $3,536,814
- Accounts
- 198
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- December 12, 2025
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 115 | $32.2 million |
| High net worth individuals | Fewer than 5 | $9.9 million |
| Charitable organizations | Fewer than 5 | $4.4 million |
| Pension and profit sharing plans | Fewer than 5 | $2.9 million |
| Corporations or other businesses | Fewer than 5 | $2.7 million |
Other advisers in Marietta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Baer Wealth Management | Marietta | $334.7 million | Not listed | adviserinfo.sec.gov |
| Proactive Wealth Strategies, LLC | Marietta | $315.8 million | Not listed | adviserinfo.sec.gov |
| Wickham Financial & Insurance Services | Marietta | $193 million | Not listed | adviserinfo.sec.gov |
| Strickland Davis Advisors LLC | Marietta | $121.3 million | Not listed | adviserinfo.sec.gov |
| Sentara Capital | Marietta | $119.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Marietta, GA
- Investment advisers in Georgia
- Advisers with $50 million to $100 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Capital Management Advisors Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.