Data / Investment advisers / Pennsylvania / CMG Capital Management Group, Inc.
CMG Capital Management Group, Inc., Malvern, PA: $257 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
CMG Capital Management Group, Inc. is an SEC registered investment adviser with its main office in Malvern, Pennsylvania and reports $257 million in regulatory assets under management in its Form ADV filed April 24, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management and subscription fees. It advises 2 private funds.
The request: Watch CMG Capital Management Group, Inc. (CRD number 110750): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110750
- SEC file number
- 801-43455
- SEC status
- Approved, effective March 4, 1993
- Main office
- 75 Valley Stream Parkway Suite 201, Malvern, PA 19355
- Phone
- (610) 989-9090
- Website
- cmgprivatewealth.com
- Regulatory AUM
- $256,546,961 in the Form ADV filed April 24, 2026
- Discretionary AUM
- $210,520,949
- Non discretionary AUM
- $46,026,012
- Accounts
- 951
- Employees
- 10, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, subscription fees
- Private funds
- 2: 2 hedge funds
- Gross assets of private funds
- $20,442,657
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- April 24, 2026
- 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 |
|---|---|---|
| High net worth individuals | 66 | $157.3 million |
| Individuals (other than high net worth individuals) | 470 | $78.6 million |
| Pooled investment vehicles | 2 | $20.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $256.5 million | March 24, 2026 |
| December 1, 2025 | $251.1 million | October 21, 2025 |
Other advisers in Malvern
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pacer Advisors, Inc. | Malvern | $41.84 billion | Not listed | adviserinfo.sec.gov |
| Wharton Business Group, LLC | Malvern | $4.57 billion | Not listed | adviserinfo.sec.gov |
| Traynor Capital Management | Malvern | $2.42 billion | Not listed | adviserinfo.sec.gov |
| Old Glory Asset Management LLC | Malvern | $655.9 million | Not listed | adviserinfo.sec.gov |
| Malvern Capital Management | Malvern | $258.1 million | Not listed | adviserinfo.sec.gov |
| Wharton Wealth Management, LLC | Malvern | $209.2 million | Not listed | adviserinfo.sec.gov |
| Troutman Wealth | Malvern | $152.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Malvern, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- CMG Capital Management Group, 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.