Charles Reid is a financial advisor at Capital Management, LLC in Greensboro, NC, with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Charles Schwab for eight years before joining Capital Management in 2011. Capital Management, LLC provides discretionary and non-discretionary portfolio management, retirement plan consulting, and comprehensive financial planning for individuals, plan sponsors, and endowments. The firm emphasizes asset allocation and mutual fund/ETF analysis with a long-term investment approach, incorporating option strategies where suitable and conducting regular account reviews.

Joseph Williams is a financial advisor at Capital Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services and operated his own advisory and consulting firms. In addition to his advisory role, he provides coaching and recruiting services for financial advisory firms through his consulting business. Capital Management LLC serves individual investors, retirement and profit-sharing plans, and endowment funds by offering portfolio management, retirement plan consulting, and financial planning services. The firm focuses on asset allocation, mutual fund and ETF analysis, and employs long-term equity and option strategies as part of its investment approach.

David Gray is a CFP® professional with 10 years of industry experience, currently serving at Capital Management, LLC in Greensboro, NC. He has been with Capital Management since 1980, totaling 46 years at the firm. Outside of his advisory role, he serves as a director for BIAS Global Portfolios, an investment fund management firm based in the Cayman Islands. Capital Management, LLC provides portfolio management, retirement plan consulting, and financial planning services to individual investors, retirement and profit-sharing plans, and endowment funds. The firm’s investment approach includes asset allocation, mutual fund and ETF analysis, long-term equity holdings, and option strategies, with regular portfolio reviews and client reporting.