Capital Financial Management Nc, Inc

Overview

Capital Financial Management Nc, Inc. is structured as a corporation and operates as an institutional registered investment adviser. The firm is owned by an individual and positions itself as a capital allocator rather than a traditional discretionary portfolio manager. Its stated advisory activity centers on the selection of other advisers, which implies a manager-of-managers or allocator model: identifying, evaluating and placing client capital with third-party managers instead of running all strategies in-house. The firm charges fees as a percentage of assets under management. It is not active on ESG investing, does not present itself as a multi-state adviser, and is not identified as a pension consultant or related adviser in the available data.

Assets & Accounts

Investments & Alternatives