CAPITAL MANAGEMENT ASSOCIATES INC
Company Profile
| AUM* | 1,948,192,719 8% |
| of that, discretionary | 853,566,180 7% |
| Number of Employees | 25 -4% |
| of those in investment advisory functions | 20 -5% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,090,336 132% |
| High Net Worth | 33.98% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- An investment adviser (or subadviser) to an investment company
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Disclosure Reporting
| 11.E(2) | SRO found rule violation |
Recent News
Reported AUM
1B
938M
782M
626M
469M
313M
156M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name WOLF & COMPANY, P.C. | Filing Date09/29/2025 | Form ADV-E View Report |
| Accounting Firm Name WOLF & COMPANY, P.C. | Filing Date08/29/2024 | Form ADV-E View Report |
| Accounting Firm Name WOLF & COMPANY, P.C. | Filing Date11/22/2023 | Form ADV-E View Report |