Doug Smorag

Chief Operating Officer at CM Wealth Advisors LLC

Finance

Consumer Services

Profile

Mr. Douglas J.
Smorag is a Chief Operating Officer at CM Wealth Advisors LLC and a Principal at CMWA Capital Appreciation Fund LLC.
He received his BBA from Kent State University and his MBA from Cleveland State University.
He is a CPA and holds the designation of Personal Financial Specialist (PFS).

Doug Smorag active positions

Companies	Position	Start
CMWA Capital Appreciation Fund LLC CMWA Capital Appreciation Fund LLC Investment ManagersFinance CMWA Capital Appreciation Fund LLC seeks investment opportunities in companies located in the United States. The fund targets companies operating in a broad range of sector. It provides financing to early stage transactions..	Corporate Officer/Principal	21/04/2009
CM Wealth Advisors LLC CM Wealth Advisors LLC Investment ManagersFinance CM Wealth Advisors LLC (CMWA) is a SEC-registered investment advisor and wealth management firm headquartered in Beachwood, Ohio. They are a subsidiary of CMWA LLC. The firm was founded by William J. O’Neill, Jr. in 1983 as a single-family office and broadened its services to a multi-family office in 2000. Formerly known as Clanco Management Corp., the firm changed its name to CM Wealth Advisors Inc. in 2010. They became CM Wealth Advisors LLC in 2019. CMWA provides wealth management and investment advisory services to high net-worth individuals, families, and foundations, trusts, charitable organizations, CMWA pooled investment vehicles and other business entities.	Chief Operating Officer	31/12/1997

All active positions of Doug Smorag

Training of Doug Smorag

Kent State University (Ohio)	Undergraduate Degree
Cleveland State University	Masters Business Admin

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Linked companies

Private companies	2
CMWA Capital Appreciation Fund LLC CMWA Capital Appreciation Fund LLC Investment ManagersFinance CMWA Capital Appreciation Fund LLC seeks investment opportunities in companies located in the United States. The fund targets companies operating in a broad range of sector. It provides financing to early stage transactions..	Finance
CM Wealth Advisors LLC CM Wealth Advisors LLC Investment ManagersFinance CM Wealth Advisors LLC (CMWA) is a SEC-registered investment advisor and wealth management firm headquartered in Beachwood, Ohio. They are a subsidiary of CMWA LLC. The firm was founded by William J. O’Neill, Jr. in 1983 as a single-family office and broadened its services to a multi-family office in 2000. Formerly known as Clanco Management Corp., the firm changed its name to CM Wealth Advisors Inc. in 2010. They became CM Wealth Advisors LLC in 2019. CMWA provides wealth management and investment advisory services to high net-worth individuals, families, and foundations, trusts, charitable organizations, CMWA pooled investment vehicles and other business entities.	Finance