CMC Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$110,431,252
Clients
176
Advisors
3
of 4 employees
About
CMC Financial Group, LLC provides portfolio management, financial planning, and retirement‑plan consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities. The firm manages roughly $119 million in client assets across discretionary and non‑discretionary accounts and does not impose an account minimum.
The firm’s investment approach combines charting, cyclical, fundamental, quantitative and technical analysis and employs both long‑term and short‑term trading; it most often recommends ETFs (including precious‑metal ETFs) and may use TIPS, annuities, and other fixed‑income and equity instruments as appropriate. CMCFG typically seeks discretionary authority, documents client risk through software‑generated assessments, and conducts at least monthly portfolio reviews.
A less common feature for a firm of its size is that CMCFG may recommend and provide advisory services through wrap‑fee arrangements, noting that wrap accounts are not managed differently from non‑wrap accounts. The firm also discloses that some service providers it uses include AI/machine‑learning components and describes periodic due diligence to address AI‑related data and security risks, and it documents due diligence when recommending third‑party advisers.
Client services
Expertise
Fee options
2.00% annually (maximum, negotiable)
Fee-only: Financial planning fixed fees between $250 and $10,000 depending on scope and complexity
Main office
7000 Central Parkway, Suite 225
Atlanta GA 30328
Advisors at this office
3
Most active in
Florida · Georgia · Louisiana · Texas
Also doing business as
Cmc Financial · Cmc Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Robert C
Series 65
Atlanta, GA
CMC Financial Group, LLC
Robert Catledge is a financial advisor at CMC Financial Group, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has been with CMC Financial Group since 2017. CMC Financial Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm’s investment approach combines multiple analysis methods and trading strategies, frequently recommending ETFs and employing discretionary authority with regular portfolio reviews.
Philip C
Series 63, Series 65
Atlanta, GA
CMC Financial Group, LLC
Philip Catledge is a financial advisor with CMC Financial Group, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wachovia Securities Financial Network for nine years before joining CMC Financial Group in 2018. In addition to his advisory role, he is involved in the sale of insurance products on a limited basis. CMC Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $110 million in client assets, tailoring portfolios based on clients’ goals, risk tolerance, and time horizons, and employs a variety of analytical methods alongside both long- and short-term trading strategies.
Mark M
Series 63, Series 65
Atlanta, GA
CMC Financial Group, LLC
Mark McCarthy is a financial advisor at CMC Financial Group, LLC in Atlanta, GA, with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors Financial Network LLC for nine years. In addition to his advisory role, he is involved in insurance sales. CMC Financial Group, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $110 million in client assets, offering tailored portfolio management that incorporates various analytical methods and both long- and short-term trading strategies.
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