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Brian Michael Green

Capital Management Group, Inc.

St. Charles, IL

CRD 4362767

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Employer firm

Capital Management Group, Inc. CRD 109898

$78.7M regulatory AUM 49 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Management Group, Inc.

2100 Manchester Road Suite 910, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2001-05-10
  • IL RA
    APPROVED
    Since 2001-05-10

Branch Locations

3809 Illinois Avenue Suite 200, St. Charles, IL 60174 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Management Group St. Charles IL 01/2001 Present
  • 01/2001 → Present
    Capital Management Group
    St. Charles, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-08
  • S65 Uniform Investment Adviser Law Examination
    2000-07-08

View on SEC IAPD

Nearby Firms

FIRST WEALTH ADVISORY, INC.
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Nearby Investors

CHRISTOPHER DAVID DELARME
Chad M Frantesl
STEVEN JAMES BERGMANN

Nearby Offices

FIRST WEALTH ADVISORY, INC. · ST. CHARLES, IL
LPL FINANCIAL LLC · ST. CHARLES, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ST CHARLES, IL

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