CMA ADVISORY GROUP, LLC
SEC file number 801-70916
· ORLANDO, FL
https://cma-cgm.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$275.8M
Discretionary AUM
$275.8M
Employees
5
Clients
100
Firm
- Address
- 5401 SOUTH KIRKMAN ROAD
ORLANDO, FL 32819 - Phone
- —
- Website
- https://cma-cgm.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- SB Advisory Partners LLC Medium name-match confidence · CIK 2101329 · NY
- MLG Advisory Fund LLC Medium name-match confidence · CIK 2085740 · WI
- Advisory List, Inc. Medium name-match confidence · CIK 2158657 · CA
- Affix Advisory LLC Medium name-match confidence · CIK 2088627 · NJ
- Venn Advisory LLC Medium name-match confidence · CIK 2139947 · UT
- Brown Advisory Group Holdings LLC Medium name-match confidence · CIK 1660716 · MD
- DFS Advisory 1, LLC Medium name-match confidence · CIK 2023847 · TX
- GROVE ADVISORY GROUP LLC Medium name-match confidence · CIK 2076005 · FL
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Advisory List, Inc. · D · Oct 14, 2026$260K
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Venn Advisory LLC · D · Jun 11, 2026$60K
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MLG Advisory Fund LLC · D/A · Mar 9, 2026
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Brown Advisory Group Holdings LLC · D/A · Feb 26, 2026
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SB Advisory Partners LLC · D · Feb 19, 2026$8M
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Affix Advisory LLC · D · Oct 27, 2025$80K
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MLG Advisory Fund LLC · D · Sep 11, 2025
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GROVE ADVISORY GROUP LLC · D · Aug 15, 2025$350K
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Brown Advisory Group Holdings LLC · D/A · Feb 27, 2025
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DFS Advisory 1, LLC · D/A · Jan 28, 2025$10M