Company Overview:

Capital Management Group was formed in 2005 by Bill Hurt to focus on wealthy individuals and institutions by providing access to proprietary and third party managers coupled with individualized asset allocation strategies. The group, located in Houston, includes Titus Harris III and Ric Badger.

Bill Hurt and Titus Harris III provide wealth management and investment advisory services to individual clients, family offices, charitable organizations, employee benefit plans and institutional investors. Bill Hurt also works with professional athletes. Combined assets under management exceed $400 million. Ric Badger advises institutional clients in the evaluation and selection of third party managers on assets of $300 million.

Company Services:

Investment Management and Financial Planning – Bill Hurt and Titus Harris III offer individualized investment planning and asset allocation strategies to assist clients in creating, managing and preserving their wealth. Assets are allocated among various investment products including stock and bond portfolios, proprietary and third party managers, mutual funds, hedge funds and private equity.

Institutional Investment Advisory Services – Ric Badger identifies and evaluates third party managers for institutional clients.