CMC Financial Group, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 292413
- Registered since
- March 28, 2018
- Website
- cmcfg.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68%
- Individuals24.6%
- Other7.39%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
CMC Financial Group, LLC is an independent registered investment adviser that has been SEC-registered since 2018. The firm is organized as an LLC and is owned by an individual. It serves primarily individual and family clients and operates with a fee model that includes percentage-of-AUM fees and fixed fees. CMC acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds70%
- Cash & Cash Equivalents15%
- Exchange Traded Equities14%
- State & Local Bonds6%
- Private Funds1%
Contacts
3 of 3
Philip Catledge
PartnerCRD 1493580
Robert Catledge
Investment Adviser RepresentativeCRD 6877821
Mark Mccarthy
PartnerCRD 1312430
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$38.9M in ETFs
39%
$15M
16%
$23.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE CAPITAL APPRECIATION PREMIUM INCOME ETF (TCAL) | T. Rowe Price | $7.9M | 353,791 | 20.21% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 7000 Central Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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