Asset scale Capital Management Group is a New York based financial services firm with 11-50 employees and revenue in the $25M-$50M range, indicating a mid-sized advisory with established client base and potential for expanded asset management solutions.

AUM growth signals Historically cited as managing around $1B in assets under advisement, suggesting a track record and growth potential for cross-sell of tax-advantaged investing strategies, estate planning, and charitable gifting.

Service expansion The firm emphasizes a holistic wealth management approach beyond retirement planning, creating opportunities to offer advanced planning services, tax optimization, and legacy planning to deepen client relationships.

Technology stack Utilizes cloud and CRM/marketing tools (HubSpot, AWS, Google Cloud, Contentful, WordPress, DocuSign) which supports scalable client onboarding, digital engagement, and secure documentation—facilitating outreach to high-net-worth individuals and businesses.

Growth opportunities Recent hires in senior wealth advisory roles indicate active expansion of advisory capacity; potential to offer additional products such as estate and charitable planning services to existing clients and to attract new assets through expanded team capabilities.