CMG Capital Management Group, Inc.

Overview

CMG Capital Management Group, Inc. is an SEC registered investment adviser based in Malvern, PA, registered since 1993. It reports $257M in assets under management across 951 accounts, with 10 employees. It has 2 investment adviser representatives.

Reported AUM

$257M

Discretionary

82%

Accounts

951

Average account

$27K

Employees

10

Advisory reps

2

Registered since

1993

Jurisdictions

33

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Subscription Fees

Executive officers 3 of 3

• Stephen Bruce Blumenthal Chief Executive Officer, Chief Compliance Officer CRD 1264632
• Rory Balfour Riggs Owner CRD 1080612
• Susan Barr Blumenthal Owner CRD 6933097

Advisory reps 2 of 2

• Stephen Bruce Blumenthal Registered Rep · Investment Adviser Rep CRD 1264632
• Avi Jonathan Rutstein Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4552625

Location

Headquarters

75 Valley Stream Pkwy Ste 201
Malvern, PA 19355

County

Chester

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 33 jurisdictions
• Website: cmgprivatewealth.com

Every state, with registration dates

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