Capital Management Associates, Inc.
Capital Management Associates, Inc. is an investment advisory firm based in Bloomington, Minnesota, United States. Founded over 40 years ago, it specializes in comprehensive financial planning and investment management services for individuals, families, and retirement plans across the U.S. The firm is focused on holistic financial solutions including investment management, estate planning, tax planning, retirement planning, legacy planning, and employee compensation. CMA employs 17 professionals, all dedicated to investment and brokerage services, and manages assets totaling over $1.7 billion for more than 850 client accounts, primarily serving high net worth individuals and pension/profit-sharing plans.
Investment Strategy
Capital Management Associates, Inc. employs a client-focused, holistic investment advisory approach designed to align investment strategies with each client's broader financial goals. The firm does not offer proprietary investment products, instead emphasizing risk management, tax efficiency, asset protection, retirement income planning, and legacy planning. Strategic investment management is integrated with comprehensive financial planning, considering each client's needs in areas such as education funding, charitable giving, and executive compensation. CMA's philosophy centers on personalized guidance, maximized impact, and long-term value creation for clients pursuing their financial objectives.
Top Holdings
Equity Positions (139)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 12.35% | $45.7M | 1,777,484 | $21.84 | $25.71 | +$3.4M |
S SPY | SPDR S&P 500 ETF TR | 10.79% | $39.9M | 59,940 | $590.87 | $666.18 | +$15.3M |
V VOO | VANGUARD INDEX FDS | 7.62% | $28.2M | 46,039 | $477.54 | $612.38 | +$2.2M |
G GIS | GENERAL MLS INC | 6.41% | $23.7M | 470,248 | $51.75 | $50.42 | +$335.6K |
Q QQQ | INVESCO QQQ TR | 6.14% | $22.7M | 37,858 | $442.61 | $600.37 | +$2.3M |