← Directory
CMG CAPITAL MANAGEMENT GROUP, INC.
CRD 110750File 801-43455
APPROVED
Retail clients
Disclosure events
Filing as of Apr 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$256.5M
Below cohort median (national)
Discretionary AUM
$210.5M
Non-discretionary $46.0M
Clients
538
951 accounts
Employees
10
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 4, 1993
- Principal office
- 75 VALLEY STREAM PARKWAY, SUITE 201, MALVERN, PA, 19355
- Phone
- 610-989-9090
- Website
- HTTPS://WWW.CMGWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $256.5M
- Discretionary AUM
- $210.5M
- Non-discretionary AUM
- $46.0M
- Discretionary accounts
- 808
- Non-discretionary accounts
- 143
- Total accounts
- 951
- AUM per client
- $477K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 66 | $157.3M |
| Pooled investment vehicles | 2 | $20.6M |
| Individuals (other than high net worth individuals) | 470 | $78.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2026 | Clients | 549 | 538 | decreased by11 |
| Apr 1, 2026 | AUM | $251,141,242 | $256,546,961 | increased by$5,405,719 |
| Apr 1, 2026 | Accounts | 1,002 | 951 | decreased by51 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 11 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,412 | 549 | decreased by863 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $267,016,750 | $251,141,242 | decreased by$15,875,508 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,405 | 1,002 | decreased by403 |
| Apr 1, 2022 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2022 | Clients | 1,228 | 1,412 | increased by184 |
| Apr 1, 2022 | AUM | $220,131,870 | $267,016,750 | increased by$46,884,880 |
| Apr 1, 2022 | Accounts | 855 | 1,405 | increased by550 |
| Mar 1, 2022 | Disclosures | No | Yes | |
| Dec 1, 2021 | Employees | 14 | 13 | decreased by1 |
| Dec 1, 2021 | AUM | $232,099,219 | $220,131,870 | decreased by$11,967,349 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CMG CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CMG CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.