Unclaimed Profile

Stephen Bruce Blumenthal

CMG CAPITAL MANAGEMENT GROUP, INC.·MALVERN, Pennsylvania

Series 3, Series 7, Series 63, Series 65Clean record32 years registeredCMG CAPITAL MANAGEMENT GROUP, INC.

10 VALLEY STREAM PARKWAY, MALVERN, PA 19355CRD# 1264632Firm CRD# 110750

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Bruce Blumenthal · MALVERN, PA

Registration

CRD #1264632 · CMG CAPITAL MANAGEMENT GROUP, INC. · 32 years registered

Brand Profile

Not yet started

Career History

METRIC FINANCIAL, LLC

Jan 2024 – present

CMG CAPITAL MANAGEMENT GROUP, INC.

Jul 1994 – present

CMG ADVISORS, INC.

Jan 2009 – Dec 2012

KING OF PRUSSIA, PA

CMG INVESTMENT ADVISORS,LLC

Aug 2004 – Dec 2012

KING OF PRUSSIA, PA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · July 27, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CMG CAPITAL MANAGEMENT GROUP, INC.

CRD 110750 · SEC 801-43455

AUM

$205M

Regulatory assets under management

Employees

1,410 client accounts

Services offered by CMG CAPITAL MANAGEMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CMG CAPITAL MANAGEMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Stephen Bruce Blumenthal offer?

Stephen Bruce Blumenthal specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MALVERN, Pennsylvania for a consultation.

What are Stephen Bruce Blumenthal's credentials?

Stephen Bruce Blumenthal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Bruce Blumenthal located?

Stephen Bruce Blumenthal is based in MALVERN, Pennsylvania, working with CMG CAPITAL MANAGEMENT GROUP, INC.. Their office serves clients in the MALVERN metropolitan area and surrounding communities.

How does Stephen Bruce Blumenthal charge for services?

Stephen Bruce Blumenthal's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CMG CAPITAL MANAGEMENT GROUP, INC.?

CMG CAPITAL MANAGEMENT GROUP, INC. has approximately 11 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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