CONFIDENTIAL MANAGEMENT ADVISORS, INC.
SEC RegisteredRaising The Bar
About the firm
The CMC group of companies is committed to optimizing the potential value of client resources. Within the CMC group, investment advisory and investment management services are provided by Confidential Management Advisors, Inc. (CMAI), an SEC registered investment advisor, and Confidential Management Financial Services, Inc. (CMFS), a FINRA registered securities broker dealer.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory and investment management services through CMAI (SEC registered investment advisor) and securities brokerage through CMFS (FINRA registered broker dealer). CMC also maintains relationships with select third party providers for custodial, investment management and other financial services.
Who they serve
High net worth individuals, institutions, trustees and beneficiaries.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 18 | $3.2M |
| High Net Worth Individuals | 51 | $159M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONFIDENTIAL MANAGEMENT ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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