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Cma Advisory Group, LLC (Orlando)


Cma Advisory Group, LLC is a large advisory firm based in Orlando. It manages $275.8 million of regulatory assets for 122 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida and Texas.

Cma Advisory Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cma Advisory Group: assets under management

The assets under management (AUM) of Cma Advisory Group, LLC is $275.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 513% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $275.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.26 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cma Advisory Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Orlando

The principal office where Cma Advisory Group, LLC performs its advisory services is located at 5401 South Kirkman Road, Orlando, FL 32819 The mailing address of the firm is Po Box 690849, Orlando, FL 32869. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-250-6791 or by fax 407-250-6797. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.


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