C.M. CAPITAL ADVISORS, LLC

525 University Avenue
Suite 200
Palo Alto, California 94301
Tel: 650-566-6499

About C.M. CAPITAL ADVISORS, LLC

CM CAPITAL ADVISORS, LLC, formally registered with the SEC as CM CAPITAL ADVISORS, LLC. The firm was established in 11/15/2011. They have over 1 offices throughout the country.

C.M. CAPITAL ADVISORS, LLC is a Palo Alto, California based Financial Planning firm with nearly $2,153,603,285 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157529
SEC#	801-72864
Assets Managed by Firm	$2,153,603,285
No. of Clients	2
No. of Advisors	21

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$2,153,603,285

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