CAPITAL FINANCIAL MANAGEMENT NC, INC

Overview

Capital Financial Management Nc, Inc. is a small, individually owned corporate advisory firm that describes itself primarily as a capital allocator and as an adviser that selects other managers. The firm charges fees based on a percentage of assets under management and reports advisory activity focused on placing client assets with outside managers rather than running a large in‑house investment platform. It identifies an affiliation with an insurance company and does not report active ESG investing, multistate adviser status, or pension consulting as part of its service mix.

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Location & Offices