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Advisors / Minnesota / Minneapolis
47yrs

Gregory Stroh

Financial advisor at Capital Management Associates

Gregory Stroh is a fiduciary financial advisor in Minneapolis, Minnesota, with 47 years in the industry. Gregory joined Capital Management Associates in 1994, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.

Minneapolis, MN 55431Top advisor by experience at Capital Management AssociatesFiduciary advisor
Call the officeDirections

At a glance

Experience47 years (since 1980)
How that compares ?Top advisor by experience at Capital Management Associates
Office7900 Xerxes Avenue S Suite 500, Minneapolis, MN 55431
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.74 million
Advisors at the firm14
States licensed ?2 states

Services through Capital Management Associates

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 1994 – now

Questions to ask Gregory

Tailored to Gregory’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Gregory

How do I contact Gregory?

Call Capital Management Associates at (952) 893-1200 and ask for Gregory Stroh. Gregory works from the Minneapolis, MN office.

How long has Gregory been a financial advisor?

Gregory has been in the industry since 1980, about 47 years. Top advisor by experience at Capital Management Associates.

What licenses does Gregory hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Gregory a fiduciary?

Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Gregory paid?

Capital Management Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gregory for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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