CMC Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CMC Wealth Management provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, trusts, estates, and charitable organizations. The firm documents client goals, income, tax considerations, and risk tolerance in an Investment Policy Statement and manages a range of investment types including mutual funds, equities, fixed income, ETFs, REITs, hedge funds, private placements, and insurance products.
CMC operates primarily on a non‑discretionary basis, requesting client permission before selecting securities or executing transactions and declining voting authority for client proxies. Its investment process combines charting, fundamental, technical, and cyclical analysis and may employ long‑term and short‑term trading as well as options writing, strategies the brochure identifies as carrying greater risk of capital loss.
Noteworthy for its peer group, the firm emphasizes client control over trade decisions (including allowance for client‑directed brokerage) rather than granting the adviser discretionary trading authority, an arrangement that is statistically uncommon among independent firms. The brochure also highlights quarterly account reviews by firm management, a refusal to participate in wrap fee programs, no acceptance of outside sales compensation, and the availability of hourly, negotiable financial planning services alongside ongoing supervisory management.
Client services
Expertise
Fee options
$0 - $1,000,000: 2.00% $1,000,000+: 1.50%
$200 to $500 per hour, negotiable depending on complexity
Main office
Lexington SC, United States
Most active in
South Carolina
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.
Forms ADV
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