Insights

Affluent client base Target CMCA as a high-value Registered Investment Advisor with a family-office lineage and a focus on alternative asset classes. Sales opportunities exist in expanding core offerings to UHNW families and family offices seeking diversified, actively managed portfolios.

Scale potential With 11-50 employees and rapid revenue growth in the mid to high hundreds of millions, CMCA represents a prime client for advanced wealth-tech solutions, compliance platforms, and efficiency tools that support scalable investment operations and client experience.

Technology leverage CMCA employs modern tech such as OpenAI, React, Cloudflare, and Shopify among others. There is an opportunity to discuss AI-driven investment analytics, client self-service portals, and secure digital onboarding enhancements.

Portfolio diversification Historically focused on alternatives including venture capital, private equity, hedge funds, and real estate. Potential cross-sell of analytics, reporting, and fund-of-funds platforms to optimize oversight and transparency for sophisticated investors.

Regulatory readiness As an SEC-registered investment advisor, CMCA may benefit from enhanced compliance, risk management, and data governance solutions. Position offerings around regulatory tech, audit readiness, and scalable governance frameworks.

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
React
Javascript Frameworks
JSON-LD
Javascript Frameworks
Underscore.js
Javascript Libraries
WP Engine
Platform As A Service
Cloudflare Bot Management
Security

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

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.

How much revenue does C.M. Capital Advisors generate?

As of July 2026, C.M. Capital Advisors's annual revenue is estimated to be $500M - $1B.

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 July 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.Managing Director, Head Of Global Markets: D. S.. 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 AnalyticatorShopifyTwemojiReactJSON-LDUnderscore.jsWP 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 jQuery, WordPress, Really Simple Discovery, MySQL, Sitelinks Search Box.

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

CM Capital Advisors, LLC operates as a registered investment advisor with the Securities and Exchange Commission, delivering tailored investment programs aimed at meeting individual client objectives. Historically, the firm has emphasized exposure to non-traditional asset classes such as venture investments, private equity, hedge strategies, and real estate. The CM Capital group traces its origins to 1969, when its parent company was established as a family office to guide United States investments for a Hong Kong-based family. 
The company is based in Palo Alto, California, and operates as a smaller, client-focused firm within the broader financial services field. Its structure suggests a boutique advisory model with a compact team.