CAPITAL MANAGEMENT ASSOCIATES INC

CRD

105010

SEC file #

801-35808

EIN

593359745

DBA names

—

Economics

AUM

$1.88B

AUM band

$1B+

AUM trajectory

'20 · $824.7M

'21 · $1.00B

'22 · $1.33B

'23 · $1.33B

'25 · $1.63B

'26 · $1.88B

'20'26

$824.7M → $1.88B▲ +128%

sec adv history

Client mix

Individuals Other	560
Individuals High Net Worth	317
Pension Profit Sharing Plans	41
Charitable Organizations	8
Corporations	6

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 16 advisors

'21 · 16 advisors

'22 · 17 advisors

'23 · 17 advisors

'25 · 17 advisors

'26 · 17 advisors

'20'26

16 advisors → 17 advisors▲ +6%

sec adv history

Primary office

MINNEAPOLIS MN

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/17/2026

ADV-W filed at

—

Website

tomluing.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

STROH, GREGORY, ALAN

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

STROH, GREGORY, ALAN

LUING, THOMAS, ALFRED

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

TOMLUING.COM

Rdap Domain Creation Date

2009-10-20T23:43:30Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

Form 5500 Total Compensation

373,844

Form 5500 Compensation Trajectory 3y

2025	373,844
2024	0

Form 5500 Plan Count Trajectory 3y

2025	9
2024	1

Schedule C Total Compensation

373,844

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001019517

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

1999-06-14

Edgar Last Filing Date

2011-11-07

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2011-11-07

Accession0001085146-11-001107

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

1245 W. FAIRBANKS AVENUESUITE 301WINTER PARK, FL 32789

Business

1245 W. FAIRBANKS AVENUESUITE 301WINTER PARK, FL 32789

Edgar EIN

593359745

Edgar Recent Filings

13F-HR2011-11-07 · 0001085146-11-001107

13F-HR2011-07-26 · 0001085146-11-000773

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-10-20T23:43:30Z

Rdap Domain Last Changed

2025-10-05T07:55:55Z

Rdap Nameservers

Edns1.ultradns.bizEdns1.ultradns.comEdns1.ultradns.netEdns1.ultradns.org

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

704342

Trust Company Affiliate