Timothy B. Menez

CAPITAL MANAGEMENT ADVISOR GROUP

WANSHIP, UT

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CRD#: 2107877

Professional summary

Timothy Bryan Menez, ChFC® is a registered financial advisor currently at CAPITAL MANAGEMENT ADVISOR GROUP, LLC located in Wanship, Utah.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Timothy has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; 1283 BOULEVARD WAY, WALNUT CREEK, CA 94595; INSURANCE SALES; INSURANCE AGENT; SELL FIXED INSURANCE PRODUCTS. LIFE AND ANNUITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Bryan Menez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

Experience

Current

August 14, 2019 - Present

CAPITAL MANAGEMENT ADVISOR GROUP, LLC

RIA

CRD#: 304617

WANSHIP, UT

Past

August 27, 2008 - November 25, 2019

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

WALNUT CREEK, CA

Past

August 25, 2008 - November 25, 2019

CETERA WEALTH SERVICES, LLC

CRD#: 13572

WALNUT CREEK, CA

Past

September 19, 2002 - August 27, 2008

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

WALNUT CREEK, CA

Past

July 26, 2002 - September 15, 2010

WEALTH MANAGEMENT CONSULTANTS INC

RIA

CRD#: 136975

WALNUT CREEK, CA

Past

July 11, 1997 - August 27, 2008

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

WALNUT CREEK, CA

Past

November 12, 1990 - July 18, 1997

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPITAL MANAGEMENT ADVISOR GROUP, LLC

CRD#: 304617 / SEC#: 801-117169

RIA

Registered Investment Advisory firm - (8/12/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/14/2019)

IAR

Utah
(4/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/23/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/10/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/9/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/10/2004

General Securities Principal Examination

Current Firm

CAPITAL MANAGEMENT ADVISOR GROUP, LLC

CRD#: 304617 / SEC#: 801-117169

RIA

Registered Investment Advisory firm - (8/12/2019 Approved)

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Contact information

Main Address

1283 Boulevard Way, Walnut Creek, CA 94595

Mailing Address

Phone number

(925) 935-8200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (5/15/2025)

Regulatory assets under management

Total Number of Accounts	242
AUM (Assets Under Management)	$ 188,132,900

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Timothy B. Menez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Bryan Menez's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

HORNOR, TOWNSEND & KENT, LLC

WEALTH MANAGEMENT CONSULTANTS INC

HORNOR, TOWNSEND & KENT, LLC

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

CAPITAL MANAGEMENT ADVISOR GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/23/1991

SIE

Date: 10/1/2018

Series 7

Date: 12/10/1997

Series 6

Date: 11/9/1990

Series 24

Date: 2/10/2004

Current Firm

CAPITAL MANAGEMENT ADVISOR GROUP, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL MANAGEMENT ADVISOR GROUP, LLC

TRUST BUT VERIFY

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