Capital Management Associates Inc.

Capital Management Associates Inc. (CRD# 105010) is a financial advisory firm headquartered in Minneapolis, MN. They manage $1,718,035,150 in 857 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,718
    MILLION
  • Total Number of Accounts
    857
    ACCOUNTS
  • Average Account Value
    $2,004,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, IL, MA, ME, MI, MN, MT, NE, NH, TN, TX, WI

Financial Advisors at Capital Management Associates Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Robert A. Cooper
CRD#: 4905586
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431

Robert Cooper (CRD# 4905586) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 19 years of experience in the finance industry.

2
Scott C. Foreman
CRD#: 4266227
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431

Scott Foreman (CRD# 4266227) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 23 years of experience in the finance industry.

3
Melissa L. Glennie
CRD#: 2221936
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431

Melissa Glennie (CRD# 2221936) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 30 years of experience in the finance industry.

4
Fong Her
CRD#: 6388638
80 S 8th Street Suite 900, Minneapolis, MN 55402

Fong Her (CRD# 6388638) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 9 years of experience in the finance industry.

5
Thomas A. Luing
CRD#: 1502743
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431

Thomas Luing (CRD# 1502743) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 37 years of experience in the finance industry.

6
Gregory B. Paine
CRD#: 5575617
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431

Gregory Paine (CRD# 5575617) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 15 years of experience in the finance industry.

7
Alexander L. Pengelly
CRD#: 6705101
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431

Alexander Pengelly (CRD# 6705101) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 7 years of experience in the finance industry.

8
Herbert M. Richardson
CRD#: 3105426
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431

Herbert Richardson (CRD# 3105426) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 5 years of experience in the finance industry.

9
Robert D. Shepard
CRD#: 1199977
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431

Robert Shepard (CRD# 1199977) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 40 years of experience in the finance industry.

10
Gregory A. Stroh
CRD#: 704342
7900 Xerxes Avenue S, Suite 500, Minneapolis, MN 55431

Gregory Stroh (CRD# 704342) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 44 years of experience in the finance industry.

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