ABOUT
A Partner Built
for Advisors, By
Advisors
Capital Market Advisors was formed with a clear mission: to deliver institutional-quality investment solutions with the agility and partnership today's firms need to succeed.
Our journey began with the acquisition of Capital Market Consultants—a firm with a 20+ year history of delivering thoughtful portfolio design and investment research to wealth managers and fiduciary institutions
Building on that foundation, we created CMA to serve RIAs, independent broker-dealers, banks, and trust companies with a fresh approach: flexible, transparent, and built around your business—not ours.
We’re not just investment professionals—we’re former advisors, consultants, and operators who understand the challenges you face. We’ve sat in your seat, and we’ve designed CMA to be the kind of partner we always wished we had.
Whether you're seeking model portfolios, OCIO support, Direct Indexing solutions, or a third-party manager platform, we meet you where you are—and help you get where you're going.
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We believe investment management isn’t a set-it-and-forget-it task — it’s a discipline. One that demands consistent attention, expert insight, and a deep understanding of your clients’ evolving needs. That’s why we combine institutional-caliber investment capabilities with hands-on support and customizable solutions.
