CMG CAPITAL MANAGEMENT GROUP, INC.
Latest filing: Apr 15, 2025 (58 days ago)
AUM
$251,141,242
22% change vs. 1 year ago
-6% change vs. 3 years ago
-17% change vs. 5 years ago
-49% change vs. 10 years ago
Employee Count
11
0% change vs. 1 year ago
-21% change vs. 3 years ago
-21% change vs. 5 years ago
-35% change vs. 10 years ago
Main Office
MALVERN, PA
75 VALLEY STREAM PARKWAY, MALVERN, PA, UNITED STATES, 19355
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 479 | $0.1 |
| Average Individual AUM | $181,033 | |
| HNW | 68 | $0.2 |
| Average HNW AUM | $2,291,758 | |
| Retail Total | 547 | $0.2 |
| Average Retail AUM | $443,427 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| AXOS ADVISOR SERVICES | CENTENNIAL-CO-USA | $0.1 |
| US BANK | MILWAUKEE-WI-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 21% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 37% | $0.1 |
| Other Pools | 28% | $0.1 |
| Cash | 12% | $0.0 |
| Other | 0% | $0.0 |
| Total | 98% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| SEAN MCCAFFREY | MALVERN | PA | S66|2005-10-25|S65|2014-12-23 | ||||||
| STEPHEN BLUMENTHAL | MALVERN | PA | S65|1992-12-09|S63|2020-07-30 | ||||||
| TERRENCE CUNNINGHAM | MALVERN | PA | S63|1982-07-07|S65|2002-09-09 | ||||||
| AVI RUTSTEIN | MALVERN | PA | S65|2006-09-01|S63|2021-12-21 | ||||||
| ROBERT SCHUSTER | MALVERN | PA | S63|2022-07-08 | CHARTERED FINANCIAL ANALYST | |||||
| BRIAN SCHREINER | MALVERN | PA | S65|2000-11-16|S63|2022-03-04 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.3 | $0.0 | 0% | 11 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 11 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 22% | 11 | 0 | 0% |
| 2023-04-04 | $0.3 | $0.0 | -5% | 11 | 0 | 0% |
| 2022-04-01 | $0.3 | $0.0 | -6% | 14 | -3 | -21% |
| 2021-04-05 | $0.2 | $0.0 | 8% | 14 | -3 | -21% |
| 2020-04-01 | $0.3 | -$0.1 | -17% | 14 | -3 | -21% |
| 2019-04-01 | $0.4 | -$0.1 | -29% | 15 | -4 | -27% |
| 2018-04-02 | $0.5 | -$0.2 | -45% | 14 | -3 | -21% |
| 2017-04-01 | $0.2 | $0.0 | 3% | 15 | -4 | -27% |
| 2016-04-01 | $0.3 | $0.0 | -16% | 15 | -4 | -27% |
| 2015-04-01 | $0.5 | -$0.2 | -49% | 17 | -6 | -35% |
| 2014-04-01 | $0.4 | -$0.2 | -38% | 17 | -6 | -35% |
| 2013-04-01 | $0.4 | -$0.2 | -42% | 19 | -8 | -42% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| PA, AZ-04/24/2003, CA-09/30/1998, CO-02/26/2008, DE-04/24/2003, FL-04/25/2003, GA-04/07/2006, IA-03/25/2025, ID-03/25/2025, IL-05/15/2003, IN-03/25/2025, KS-03/25/2025, LA-03/26/2024, MA-04/24/2003, MD-03/26/2024, MI-04/24/2003, MN-04/30/2003, MO-03/26/2024, NC-03/05/2009, NE-03/26/2024, NH-04/24/2003, NJ-03/25/2025, NM-03/25/2025, NV-03/25/2025, NY-04/24/2003, OH-12/16/2009, OR-04/07/2006, PA-09/14/1993, SC-02/22/2010, TN-04/10/2006, TX-04/24/2003, VA-04/24/2003, WA-04/24/2003, WI-04/07/2006 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV