Capital Management Associates Inc.

Capital Management Associates Inc. (CRD# 105010) is a financial advisory firm headquartered in Minneapolis, MN. They manage $433,520,146 in 199 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    434
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $2,178,493
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IA, IL, MI, MN, MT, TX, WI

Financial Advisors at Capital Management Associates Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Robert A. Cooper
CRD#: 4905586
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431
96
Wealthminder
score

Robert Cooper (CRD# 4905586) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 11 years of experience in the finance industry. Robert Cooper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas A. Luing
CRD#: 1502743
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431
96
Wealthminder
score

Thomas Luing (CRD# 1502743) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 29 years of experience in the finance industry. Thomas Luing has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Clarence R. Moen
CRD#: 337496
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431
96
Wealthminder
score

Clarence Moen (CRD# 337496) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 32 years of experience in the finance industry. Clarence Moen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Melissa L. Glennie
CRD#: 2221936
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431
93
Wealthminder
score

Melissa Glennie (CRD# 2221936) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 22 years of experience in the finance industry.

5
Robert D. Shepard
CRD#: 1199977
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431
93
Wealthminder
score

Robert Shepard (CRD# 1199977) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 33 years of experience in the finance industry.

6
Gregory A. Stroh
CRD#: 704342
7900 Xerxes Avenue S, Suite 500, Minneapolis, MN 55431
93
Wealthminder
score

Gregory Stroh (CRD# 704342) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 36 years of experience in the finance industry.

7
Ralph H. Tuttle
CRD#: 734451
7900 Xerxes Avenue S, Suite 500, Minneapolis, MN 55431
73
Wealthminder
score

Ralph Tuttle (CRD# 734451) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 35 years of experience in the finance industry.

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