Money Manager Review 
Info History Assets Professionals Personnel Product
Print PDF    Print  Close Window
 

Capital Management Associates, LLC

6220 S Orange Blossom Trl Ste 145
Orlando, Florida 34744
United States
 
Contact :      Brook Boggs
Phone :       800-980-8949
Fax :             407-854-0037
Email :         bboggs@cmaag.com
Web :           http://www.CMACorporation.com

Capital Management Associates, LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $182
Tax-Exempt Managed ($Mil) : $151
Taxable Assets Managed ($Mil) : $30
Year Founded : 1996
Wrap Programs Offered? : Yes
# of Accounts Managed : 115
In-House Research : %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : Yes
Wrap Program Description  
In $ Thousands
Wells Fargo   $100000
UBS   $100000

Capital Management Associates, LLC History

Capital Management Associates, LLC is an independent investment adviser located in Central Florida.Principals, David A. Russo, Barbara G. Russo and Beth A. Lang founded the firm in 1996.Dave and Beth were senior officers at various investment advisory firms and have extensive experience in debt and equity capital markets as well as the defined benefit and defined contribution pension field.They worked together for a number of years prior to forming Capital Management Associates, LLC.

The firm focuses on delivering superior investment performance to their clients and developing an infrastructure to accommodate growth in the firm.The investment team also includes Erez Zadok, Randy Russo, who with Mr. Russo and Ms. Lang sit on the investment committee.Products that are currently offered are large cap growth and large cap value.Mr. David Russo is the portfolio manager for the large cap growth strategy. Ms. Beth Lang is the portfolio manager for the large cap value strategy.The firm has a total of six employees focused on portfolio management, client servicing, trading and back office operations.

We outsourced our marketing and client service effort.Our new client additions have evolved to include a significant number of institutional clients along with our high net worth/ private client base.This relationship has allowed our investment team to continue to concentrate their efforts on managing and servicing their clients' portfolios.


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
95
$34.3
 
Limited Partnership :
 
Foundations :
3
$5.0
ERISA :
15
$12.1
Unions, Taft-Hartley :
Public :
1
$30.3
Others :
1
$100.0
Total # of Professional : 8 Analysts : 0
Portfolio Managers : 4 Traders : 2
Client Service : 2 Operation : 1

Capital Management Associates, LLC Personnel

Ms.  Brook Boggs

Marketing Director
Tel : 800-980-8949
Email: bboggs@cmaag.com
Brook Boggs Marketing Director Brook is responsible for overseeing all marketing and client servicing. Prior to joining Capital Management Associates, LLC as portfolio administrator in 2006, Brook was an administrator for a senior financial planner at MetLife. In 2002, she received her State of Florida Insurance License while employed at The Western and Southern Financial Group in Daytona Beach, Florida. She began her career in financial services in 1993 while employed at The Investment Counsel Company where she held the position of trader and client administrator. She earned her bachelorís degree from the University of Central Florida in 1998. Brook is based in the Orlando, Florida headquarters

Capital Management Associates, LLC Product Name

Large Cap Growth:Index
Report Created: September,21 2020.  Copyright Money Manager Review , All rights Reserved.
Top

Print  Close Window