Capital Management Advisors Inc

Capital Management Advisors, Inc. is a registered investment adviser specializing in investment management and counseling services. Established as a subsidiary of Consolidated Capital Management, Inc., the firm is owned by Ted J. Propes. They offer discretionary and non-discretionary services, managing over $52 million in client assets. The firm's fees are based on a percentage of assets under management, with additional hourly charges and fixed fees. Minimum portfolio values typically start at $100,000, and fees are negotiable. For retirement plan services, fees are based on a percentage of assets, with a minimum annual fee per participant. The firm employs various methods of analysis, including fundamental, charting, and technical analysis, to select securities for client portfolios. Investment strategies are tailored to individual client circumstances. Capital Management Advisors does not engage in performance-based fees and serves individuals, corporations, and various types of plans. Clients are advised to promptly notify the firm of any changes to their financial situation. The firm does not vote proxies for client securities and does not have any reportable disciplinary information. Clients are provided with regular account reviews and reports, with Fidelity Investments serving as the custodian for most accounts. The firm does not take custody of client funds or securities and operates under a fiduciary duty to act in the best interests of clients.