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Timothy B. Menez

CAPITAL MANAGEMENT ADVISOR GROUP
WANSHIP, UT
Some features on this profile are disabled
CRD#: 2107877
TM

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.
The advisor shows no other business activity.

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

BD
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

BD
CRD#: 4031
WALNUT CREEK, CA
Past

November 12, 1990 - July 18, 1997

NEW ENGLAND SECURITIES

BD
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".
CM
CAPITAL MANAGEMENT ADVISOR GROUP, LLC
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)

Exams

State Security Law Exam
RR
Series 63
Date: 2/23/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/10/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/9/1990
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/10/2004
General Securities Principal Examination

Current Firm

CM
CAPITAL MANAGEMENT ADVISOR GROUP, LLC
CAPITAL MANAGEMENT ADVISOR GROUP, LLC

CRD#: 304617 / SEC#: 801-117169

RIA
Registered Investment Advisory firm - (8/12/2019 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
3

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/3/2026)

Regulatory assets under management

Total Number of Accounts243
AUM (Assets Under Management)$ 234,080,555

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.

Company Information

CAPITAL MANAGEMENT ADVISOR GROUP, LLC

CRD#: 304617Wanship, UT

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