CMC Advisors LLC

CMC Advisors provides investment management, financial planning, and investment consulting to individual clients and families, delivering discretionary management of separately managed accounts alongside project-based advisory services. The firm bills on an assets-under-management basis and manages roughly $20 million across a small number of individual client accounts.

The firm’s investment process combines fundamental and technical analysis within a core‑satellite framework, favoring concentrated large‑cap growth positions intended to be held for multiple years and customized to each client’s risk profile. Active risk management is central to the approach, including the use of stop-losses, trailing stops and derivative instruments to hedge or express directional views.

Two features distinguish the firm from many peers: it deploys derivatives (options, futures and related instruments) within separately managed accounts, and it assesses performance‑based compensation on its growth strategy with an annual calculation that requires recovery of prior losses before a fee is charged. The firm also provides hands‑on options strategy education and implementation as part of its service offering and emphasizes sector concentration in technology, healthcare, consumer cyclical and communications services.