Insights

Growth Potential C.M. Capital Advisors reports a substantial revenue range of 500 million to 1 billion dollars, indicating strong market presence and significant growth opportunity within the financial advisory and investment management sector.

Client Customization The firm specializes in tailored investment solutions across alternative asset classes such as venture capital, private equity, hedge funds, and real estate, highlighting opportunities to provide advanced financial technology solutions and tailored reporting tools.

Market Positioning With a legacy dating back to 1969 and connections to a prominent Hong Kong-based family office, C.M. Capital Advisors offers a unique cross-border investment approach that could benefit from targeted compliance, jurisdiction-specific fintech solutions, and international investment management services.

Tech Integration Utilizing a modern tech stack including React, Shopify, and SEO tools suggests openness to innovative digital solutions, creating opportunities for sales of advanced client portals, data analytics, and digital marketing services to enhance client engagement.

Expansion Opportunities Although a relatively small team of 11-50 employees, the firm’s alignment with large, established firms like Goldman Sachs and JPMorgan indicates potential for strategic partnerships, technology integrations, or outsourced services to support their growth trajectory.

Similar companies to C.M. Capital Advisors

C.M. Capital Advisors Tech Stack

C.M. Capital Advisors uses 8 technology products and services including Google Analyticator, Shopify, Twemoji, and more. Explore C.M. Capital Advisors's tech stack below.

Google Analyticator
Analytics
Shopify
E-commerce
Twemoji
Font Scripts
OpenAI
Generative Ai
React
Javascript Frameworks
Modernizr
Javascript Libraries
WP Engine
Platform As A Service
Cloudflare Bot Management
Security

Media & News

C.M. Capital Advisors's Email Address Formats

C.M. Capital Advisors uses at least 2 format(s):

C.M. Capital Advisors Email Formats	Example	Percentage
First@cmcapitaladvisors.com	John@cmcapitaladvisors.com	90%
FLast@cmcapitaladvisors.com	JDoe@cmcapitaladvisors.com	10%
FLast@cmcapitalusa.com	JDoe@cmcapitalusa.com	79%
First@cmcapitalusa.com	John@cmcapitalusa.com	10%
Last@cmcapitalusa.com	Doe@cmcapitalusa.com	7%
FirLast@cmcapitalusa.com	JohDoe@cmcapitalusa.com	4%

Frequently Asked Questions

Where is C.M. Capital Advisors's headquarters located?

C.M. Capital Advisors's main headquarters is located at 525 University Avenue Suite 200 Palo Alto, California 94301 United States. The company has employees across 1 continents, including North America.

What is C.M. Capital Advisors's phone number?

You can contact C.M. Capital Advisors's main corporate office by phone at

+1-650-326-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is C.M. Capital Advisors's official website and social media links?

C.M. Capital Advisors's official website is cmcapitaladvisors.com and has social profiles on LinkedIn.

What is C.M. Capital Advisors's NAICS code?

C.M. Capital Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does C.M. Capital Advisors have currently?

As of June 2026, C.M. Capital Advisors has approximately 23 employees across 1 continents, including North America. Key team members include Head Of Legal And Compliance: M. H.Head Of Legal And Compliance: E. Y.Chairman: J. C.. Explore C.M. Capital Advisors's employee directory with LeadIQ.

What industry does C.M. Capital Advisors belong to?

C.M. Capital Advisors operates in the Financial Services industry.

What technology does C.M. Capital Advisors use?

C.M. Capital Advisors's tech stack includes Google AnalyticatorShopifyTwemojiOpenAIReactModernizrWP EngineCloudflare Bot Management.

What is C.M. Capital Advisors's email format?

C.M. Capital Advisors's email format typically follows the pattern of First@cmcapitaladvisors.com. Find more C.M. Capital Advisors email formats with LeadIQ.

When was C.M. Capital Advisors founded?

C.M. Capital Advisors was founded in 2011.

C.M. Capital Advisors

Q: How many employees does C.M. Capital Advisors have currently?

C.M. Capital Advisors has approximately 23 employees.

Q: What technology does C.M. Capital Advisors use?

C.M. Capital Advisors's tech stack includes Apache HTTP Server, Font Awesome, Clipboard.js, Salesforce, UberMenu.

Q: What is C.M. Capital Advisors's NAICS code?

C.M. Capital Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States11-50 Employees

C.M. Capital Advisors, LLC (“CMCA”) is a Registered Investment Advisor with the Securities and Exchange Commission (www.cmcapitalusa.com ).  CMCA provides customized solutions to meet its clients’ goals, with an investment approach that initially emphasized a wide variety of alternative asset classes, including venture capital, private equity, hedge funds and real estate.  CMCA’s parent corporation, C.M. Capital Corporation was established in 1969 as a family office to advise a prominent Hong Kong-based family to make investments in the United States (www.ccapital.com).

Company Overview

Headquarters: 525 University Avenue Suite 200 Palo Alto, California 94301 United States
Phone number: +1-650-326-****
Website: cmcapitaladvisors.com
NAICS Code: 52 - Finance and Insurance
Founded: 2011
Employees: 11-50