Capital Financial Management Nc, Inc

Overview

Capital Financial Management Nc, Inc. is a corporation operating as an institutional registered investment adviser. The firm is individually owned and bills clients on a percentage-of-AUM basis. Its stated advisory activity is the selection of other advisers, and it functions as a capital allocator rather than primarily acting as an active manager. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or a related adviser. An industry affiliation with an insurance company is noted.

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