The Capital Management Corporation
Firm details
- Headquarters
- Glen Allen, Virginia
- CRD number
- 112242
- Registered since
- September 26, 1977
- Website
- cmcva.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.14%
- Charitable Organizations8.59%
- Individuals3.2%
- Corporations / Businesses1.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The Capital Management Corporation is an independent, privately held registered investment adviser organized as a corporation. The firm is SEC-registered and has been so since 1977. It serves primarily individual and family clients and charges fees based on a percentage of assets under management. Advisory services include portfolio management for individuals and small businesses as well as portfolio management for business or institutional clients. The firm reports it does not position itself as a capital allocator and is not 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
- Exchange Traded Equities81%
- Public Funds/Mutual Funds12%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$24.7M in ETFs
59%
$14.5M
40%
$10.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $10.9M | 216,906 | 44.25% |
Location
Glen Allen, VA
Henrico
Location
Glen Allen, VA
Headquartered in Glen Allen, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 4101 Cox Rd
- Time zone
- ET (UTC-5)
- Office locations
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