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CAPITAL MANAGEMENT LLC
CRD 109416 · SEC 801-55753
628 GREEN VALLEY ROAD, SUITE 204, GREENSBORO, NC, 27408, United States
Phone
336-856-2911
Fax
336-856-9199
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$383.0M
Discretionary AUM
$348.9M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 148 | $37.9M |
| High net worth individuals | 84 | $310.4M |
| Pension/profit sharing plans | 2 | $32.5M |
| Charitable organizations | 2 | $1.8M |
| Insurance companies | 2 | $384K |
States served
NC, SC, VA, TX
All web addresses on file
Official SEC filing: View on IAPD