SB
SB

Stephen Bruce Blumenthal

41 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
549 clients
Average Client Portfolio
$457K average
Assets Under Management
$251.1M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.25%
$250K - $500K1.65%
$500K - $2.0M1.25%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Total Assets across all client Accounts (“Household”), including Managed Private Investments will be combined to meet the above cost breakpoints for adviser cost calculation purposes.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

75 Valley Stream Parkway, Suite 201, Malvern, PA, 19355

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Stephen is the CEO and CIO of Capital Management Group, Inc., an RIA business, since 1994. He is also a passive owner of CMG Insurance LLC through CMG Capital Management Group, Inc., dedicating a few hours per week.

Employment History
Current Registrations
Metric Financial, LLC
January 2024 - Present · 2 yrs 1 mo
Metric Financial, LLCBroker
January 2024 - Present · 2 yrs 1 mo
Cmg Capital Management Group, INC.
July 1994 - Present · 31 yrs 7 mos
Previous Registrations
Integral Wealth Securities LLCBroker
June 2020 - January 2024 · 3 yrs 7 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2020 - June 2020 · 2 mos
Cmg Advisors, INC.
January 2009 - December 2012 · 3 yrs 11 mos
Cmg Investment Advisors,llc
August 2004 - December 2012 · 8 yrs 4 mos
Aquarius Fund Distributors, LLCBroker
November 2003 - December 2005 · 2 yrs 1 mo
Pan-American Financial AdvisersBroker
August 2002 - October 2003 · 1 yr 2 mos
Fcg Advisors, LLCBroker
September 1996 - December 2000 · 4 yrs 3 mos
Financial Consultant Group IncorporatedBroker
May 1994 - October 1996 · 2 yrs 5 mos
Prudential Securities IncorporatedBroker
February 1989 - April 1994 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1984 - March 1989 · 4 yrs 8 mos
State Registrations25 states
AZCACOCTDEFLGAIDILMAMDMEMINCNJNYOHOKORPARITXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Stephen Bruce Blumenthal - Financial Advisor | TrueAdvisor