RIA Intel›Advisers›California›C.M. CAPITAL ADVISORS, LLC

C.M. CAPITAL ADVISORS, LLC

Advisory

N·PALO ALTO, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$2.0B

1-Year AUM Growth

+1.6%

3-Year CAGR

-2.8%

Employees

11

Assets Under Management

Total AUM$2.0B

Discretionary AUM$0

Non-Discretionary AUM$2.0B

Discretionary %0%

Total Clients4

Team

Total Employees11

Investment Advisers18

Employee Growth (1Y)-26.7%

Filing History

Total Filings on Record17

First FilingNov 1, 2011

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 17 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on C.M. CAPITAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.