RIA Intel›Advisers›Ohio›CAPITAL MANAGEMENT ANALYTICS, CORP

CAPITAL MANAGEMENT ANALYTICS, CORP

Advisory

OH

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

Rank in OH

#638

of 748 advisers by AUM

Average account

$585K

across 143 accounts

AUM per adviser

$84M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$84M

Discretionary AUM$84M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients143

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNV, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

143 clients

36 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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CROSBY ADVISORY GROUP, LLC

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