Insights

Independent, Fee-Only Capital Management Advisors has a long track record (over 30 years) as independent, fee-only asset managers focusing on objective advice and minimizing conflicts of interest, signaling a potential need for higher-touch, compliant investment solutions and RIA partnerships.

High Client Retention The firm emphasizes client retention across generations, suggesting opportunities in family wealth management, legacy planning services, and scalable solutions that can support multi-generational portfolios.

Direct Access Model Direct access to investment professionals and a client-centric service buffer indicate openness to facilitation tools and technology-enabled advisory platforms that enhance advisor-client interaction and streamline onboarding for new clients.

Mid-Sized Firm With 11-50 employees and revenue in the mid tens of millions, Capital Management Advisors sits between small RIAs and large custodial firms, presenting a sweet spot for mid-market custodial, compliance, and back-office outsourcing or technology integrations.

Technology Stack Current tech usage (WordPress, Microsoft 365, Apache, etc.) highlights opportunities to introduce modern client portal enhancements, CRM/portfolio reporting integrations, and secure data management solutions to support growth and service quality.

Similar companies to Capital Management Advisors

Capital Management Advisors Tech Stack

Capital Management Advisors uses 8 technology products and services including RSS, WordPress, Microsoft 365, and more. Explore Capital Management Advisors's tech stack below.

  • RSS
    Content Management System
  • Content Management System
  • Twemoji
    Font Scripts
  • Underscore.js
    Javascript Libraries
  • Bluehost
    Web Hosting
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers

Capital Management Advisors's Email Address Formats

Capital Management Advisors uses at least 1 email format:
Capital Management Advisors Email FormatsExamplePercentage
First@ccmcma.comJohn@ccmcma.com
100%

Frequently Asked Questions

What is Capital Management Advisors's phone number?

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You can contact Capital Management Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Capital Management Advisors's official website and social media links?

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Capital Management Advisors's official website is ccmcma.com and has social profiles on LinkedIn.

How much revenue does Capital Management Advisors generate?

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As of September 2026, Capital Management Advisors's annual revenue is estimated to be $25M - $50M.

What is Capital Management Advisors's SIC code and NAICS code?

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Capital Management Advisors's SIC code is 6282 - Investment Advice and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Capital Management Advisors have currently?

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As of September 2026, Capital Management Advisors has approximately 16 employees across 2 continents, including North America and Europe. Key team members include Chief Executive Officer: G. S., President: K. G. and Owner: L. F. Explore Capital Management Advisors's employee directory with LeadIQ.

What industry does Capital Management Advisors belong to?

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Capital Management Advisors operates in the Investment Management industry.

What technology does Capital Management Advisors use?

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Capital Management Advisors's tech stack includes RSS, WordPress, Microsoft 365, Twemoji, Underscore.js, Bluehost, Apache and Apache HTTP Server.

What is Capital Management Advisors's email format?

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Capital Management Advisors's email format typically follows the pattern of First@ccmcma.com. Find more Capital Management Advisors email formats with LeadIQ.

When was Capital Management Advisors founded?

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Capital Management Advisors was founded in 1991.
Capital Management Advisors logo

Capital Management Advisors

Investment ManagementGeorgia, United States11-50 Employees

Capital Management Advisors is an investment management firm that provides independent, fee-only asset management services. It emphasizes objective guidance and a client-centric approach designed to align with clients’ financial goals, aiming to minimize conflicts of interest that may arise in other financial institutions. The firm focuses on delivering direct access to investment professionals, responsive service, and a structure that acts as a liaison between clients and custodians, with an emphasis on trust and integrity in relationships with individuals, businesses, and institutions.
Based in Marietta, Georgia, the firm has been operating for over three decades and serves multiple generations of the same families, highlighting a long-standing commitment to continuous client service. It positions itself within the investment management industry as a provider of independent, fee-only asset management, targeting clients seeking objective advice and a personalized, loyal service experience. The company notes a history of strong client retention and a focus on quality client service as core elements of its practice.

Section iconCompany Overview

Phone number
Website
ccmcma.com
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
1991
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Capital Management Advisors's revenue is estimated to be in the range of $25M - $50M

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