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CMG CAPITAL MANAGEMENT GROUP, INC.
CRD 110750File 801-43455
APPROVED
Retail clients
Disclosure events
Filing as of Apr 24, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.