Insights

Alternative asset depth CMCA has a history of investing across venture capital, private equity, hedge funds, and real estate, indicating potential collaboration opportunities with fund managers, alternative asset platforms, and compliance-friendly tech solutions to support complex investment workflows.

Regulatory footprint As a registered investment adviser with the SEC, CMCA may require scalable compliance, cybersecurity, and governance tooling, presenting a sales pathway for RIA-focused software, data rooms, and secure communications.

Mid-market scale With 11-50 employees and revenue in the high hundreds of millions, CMCA sits in a mid-size enterprise sweet spot that could benefit from enterprise-grade analytics, CRM enhancements, and professional services partnerships.

Tech stack affinity Usage of WordPress, Salesforce, Slack, DocuSign, OpenAI, and other tools suggests openness to integrated solutions, AI-enabled advisory workflows, and automation that streamline client onboarding and portfolio management.

Growth readiness Parent company history dating to 1969 and ongoing North American investment focus imply expansion activity and potential cross-sell opportunities in advisory services, technology platforms, and outsourced operations as they scale.

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C.M. Capital Advisors Tech Stack

C.M. Capital Advisors uses 8 technology products and services including WordPress, Salesforce, Shopify, and more. Explore C.M. Capital Advisors's tech stack below.

WordPress
Content Management System
Salesforce
Customer Relationship Management
Shopify
E-commerce
Mimecast Secure Email Gateway
Email Security
OpenAI
Generative Ai
DocuSign
Miscellaneous
WP Engine
Platform As A Service
Slack
Software Framework

C.M. Capital Advisors's Email Address Formats

C.M. Capital Advisors uses at least 6 email formats:

C.M. Capital Advisors Email Formats	Example	Percentage
First@cmcapitaladvisors.com	John@cmcapitaladvisors.com	90%
FLast@cmcapitaladvisors.com	JDoe@cmcapitaladvisors.com	10%
FLast@cmcapitalusa.com	JDoe@cmcapitalusa.com	79%
First@cmcapitalusa.com	John@cmcapitalusa.com	10%
Last@cmcapitalusa.com	Doe@cmcapitalusa.com	7%
FirLast@cmcapitalusa.com	JohDoe@cmcapitalusa.com	4%

Frequently Asked Questions

What is C.M. Capital Advisors's phone number?

You can contact C.M. Capital Advisors's main corporate office by phone at

+1-650-326-****

. 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 C.M. Capital Advisors's official website and social media links?

C.M. Capital Advisors's official website is cmcapitaladvisors.com and has social profiles on LinkedIn.

How much revenue does C.M. Capital Advisors generate?

As of October 2026, C.M. Capital Advisors's annual revenue is estimated to be $500M - $1B.

What is C.M. Capital Advisors's NAICS code?

C.M. Capital Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does C.M. Capital Advisors have currently?

As of October 2026, C.M. Capital Advisors has approximately 22 employees across 1 continents, including North America. Key team members include Head Of Legal And Compliance: M. H., Head Of Legal And Compliance: E. Y. and Managing Director: T. M. Explore C.M. Capital Advisors's employee directory with LeadIQ.

What industry does C.M. Capital Advisors belong to?

C.M. Capital Advisors operates in the Financial Services industry.

What technology does C.M. Capital Advisors use?

C.M. Capital Advisors's tech stack includes WordPress, Salesforce, Shopify, Mimecast Secure Email Gateway, OpenAI, DocuSign, WP Engine and Slack.

What is C.M. Capital Advisors's email format?

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

When was C.M. Capital Advisors founded?

C.M. Capital Advisors was founded in 2011.

C.M. Capital Advisors

Q: How many employees does C.M. Capital Advisors have currently?

C.M. Capital Advisors has approximately 22 employees.

Q: What technology does C.M. Capital Advisors use?

C.M. Capital Advisors's tech stack includes jQuery, WordPress, Really Simple Discovery, MySQL, Sitelinks Search Box.

Q: What is C.M. Capital Advisors's NAICS code?

C.M. Capital Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States11-50 Employees

CM Capital Advisors, LLC operates as a registered investment advisor with the Securities and Exchange Commission, delivering tailored investment programs aimed at meeting individual client objectives. Historically, the firm has emphasized exposure to non-traditional asset classes such as venture investments, private equity, hedge strategies, and real estate. The CM Capital group traces its origins to 1969, when its parent company was established as a family office to guide United States investments for a Hong Kong-based family. 
The company is based in Palo Alto, California, and operates as a smaller, client-focused firm within the broader financial services field. Its structure suggests a boutique advisory model with a compact team.