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Owner & Chief Compliance Officer · Capital Management Advisor Group, LLC

Timothy B. Menez

CRD 2107877 · Named on Form ADV at one SEC-registered adviser

At a glance

Capital Management Advisor Group, LLC, an SEC-registered wealth manager based in Walnut Creek, CA with $234 million in regulatory assets, lists Timothy B. Menez on its Form ADV as Owner & Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Timothy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.