Capital Management Associates, Inc.

EST. AUM
$1,627,864,626

CONTACTS

CLIENT ACCOUNTS
932

Firm Details

Metro area Minneapolis
CRD Number 105010
Website cap-mgt.com
Client types

Overview

Capital Management Associates, Inc. (CMA) is a comprehensive, independent, dually registered wealth management practice headquartered in Bloomington, Minnesota. In continuous business since 1982, the firm acts under a strict 100% fiduciary standard of care within its advisory relations. To optimize execution speed and deliver seamless open-architecture trading capabilities, the enterprise operates in complete structural unity with its sister broker-dealer arm, Capital Management Securities, Inc., supporting a national network of independent financial planners and investment professionals. CMA specializes in delivering high-touch individual portfolio supervision, multi-scenario lifetime retirement track design, estate legacy protection, and strategic tax mitigation blueprinting. Serving a broad demographic tier composed of mass-affluent retail savers, corporate pension frameworks, high-net-worth households, and regional charitable entities, the firm avoids restrictive, high-fee proprietary bank products. Instead, advisors design tailored asset allocation programs constructed asset-by-asset from liquid public equities, sovereign or corporate fixed-income, low-cost mutual funds, variable annuities, and diversified exchange-traded funds (ETFs) modeled around specific client risk parameters and long-term milestones.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Capital Management Associates, Inc.

Platform Details

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