Capital Management Of The Carolinas, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 110643
- Registered since
- May 11, 2001
- Website
- www.mycmg.net
Firm profile
FINTRXOverview
Capital Management Of The Carolinas, LLC is an SEC-registered limited liability company that has been registered since 2001. FINTRX classifies the firm as Unclassified and records the owner type as Domestic Entity | Individual. The profile indicates the adviser is not a multi-state adviser, is not identified as an active ESG investor, and is not listed as a capital allocator, pension consultant, or related adviser. Core operational details—such as client base composition, fee structure, and the firm’s described advisory or business activities—are not provided in the FINTRX entry.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 14Randall Mabry
Vice President of OperationsCRD 1274151
Cathy Parrott
Registered PrincipalCRD 1357725
Elizabeth Merritt
Registered PrincipalCRD 2203581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 1520 South Blvd
- Time zone
- ET (UTC-5)
- Office locations
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