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, SEC-registered investment adviser that has been operating since 1977 and is owned by an individual. The firm serves primarily individual and family clients on a percentage-of-AUM fee model and provides discretionary portfolio management for both individuals/small businesses and for businesses or institutional accounts. It is not positioned as a capital allocator, does not describe itself as an active ESG investor, and is not registered as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
2 of 2
Timothy Call
President, Chief Investment OfficerCRD 2056778
Pamela Simms
Vice President, Chief Compliance OfficerCRD 6825228
Contacts
3 of 4
Mark Livesay
Vice President, Portfolio ManagerCRD 5569340
Tracy Leeper
Client RelationsCRD 6825182
Kenneth Walker
Client Relations ManagerCRD 1721434
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$25.1M in ETFs
57%
$14.3M
42%
$10.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $10.4M | 207,415 | 41.66% |
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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