The Capital Management Corporation logo

The Capital Management Corporation

Updated today

Client AUM

$745,884,486

Clients

196

Advisors

6

of 8 employees

About

The Capital Management Corporation (CMC) provides discretionary investment management for individuals, families, foundations, endowments, retirement plans, and corporations, using common and preferred stocks, REITs, fixed income, ETFs, and mutual funds. The firm serves roughly 196 clients with about $825 million in assets under management and acts as a fiduciary while charging percentage-of-AUM fees; it does not provide financial planning, tax, legal, or estate-planning services.

CMC’s investment process is governed by an Investment Policy Group that emphasizes fundamental research, with portfolio managers tailoring security selections to individual client objectives and risk guidelines. The firm does not use hedge funds or private equity, and it also licenses model portfolios to third-party Model Program Sponsors who execute trades for their underlying clients.

CMC’s brochure and disclosures indicate practices that are less common among similar team firms: the firm presents historical performance information and third‑party ratings in its marketing materials and maintains a formal model-sponsor arrangement for non-discretionary model delivery. The firm has a long operating history (founded in 1964), remains privately owned by its executives, and documents governance and compliance controls including a Risk Review Committee, quarterly employee account audits, and written proxy‑voting procedures.

Client services

Portfolio management

Expertise

General retirement planning Income planning Real estate investing

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%

Main office

4101 Cox Road, Suite 110

Glen Allen VA 23060

Advisors at this office

6

Most active in

Florida · Georgia · Maryland · North Carolina · Texas · Virginia

Also doing business as

Capital Management Corp · Capital Management Corporation · Cmc · The Capital Management Corporation

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mark L

CFA®

Glen Allen, VA

The Capital Management Corporation

Mark Livesay is a CFA® charterholder with 16 years of experience in the investment industry. He has been with The Capital Management Corporation since 2010. The Capital Management Corporation provides discretionary investment management services for individuals, families, foundations, endowments, retirement plans, and corporations. The firm emphasizes fundamental research through its Investment Policy Group and tailors portfolios to individual client objectives and risk guidelines.

General retirement planning Income planning Real estate investing
user avatar

Pamela S

CFP®

Glen Allen, VA

The Capital Management Corporation

Pamela Simms is a CFP® professional with nine years of industry experience. She has been with The Capital Management Corporation since 2006, contributing to the firm for over 20 years. The Capital Management Corporation provides discretionary investment management services to individuals, families, foundations, endowments, retirement plans, and corporations. The firm employs a research-driven process tailored to client objectives, managing approximately $825 million in assets for nearly 200 clients.

General retirement planning Income planning Real estate investing
user avatar

Timothy C

CFA®, Series 65

Glen Allen, VA

The Capital Management Corporation

Timothy Call is a CFA® charterholder and holds a Series 65 license with 27 years of industry experience. He has been with The Capital Management Corporation since 2006, contributing 20 years to the firm. The Capital Management Corporation provides discretionary investment management for individuals, families, foundations, endowments, retirement plans, and corporations. The firm emphasizes fundamental research and tailors portfolio management to client objectives without using hedge funds or private equity.

General retirement planning Income planning Real estate investing
user avatar

Tracy L

Series 65

Glen Allen, VA

The Capital Management Corporation

Tracy Leeper is a Series 65-licensed financial advisor with nine years of industry experience. She has been with The Capital Management Corporation since 2010. The Capital Management Corporation is a privately owned investment management firm serving individuals, families, foundations, endowments, retirement plans, and corporations. The firm uses fundamental research through an Investment Policy Group to tailor discretionary portfolios aligned with client objectives and risk guidelines, and it also licenses model portfolios to third-party sponsors.

General retirement planning Income planning Real estate investing
user avatar

Kenneth W

Series 63, Series 65

Glen Allen, VA

The Capital Management Corporation

Kenneth Walker is a financial advisor with The Capital Management Corporation in Glen Allen, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with the firm since 2002. The Capital Management Corporation offers discretionary investment management services to individuals, families, foundations, endowments, retirement plans, and corporations. The firm uses fundamental research to tailor portfolios to client objectives and risk guidelines, managing approximately $825 million in assets for around 196 clients.

General retirement planning Income planning Real estate investing
user avatar

Scott D

Series 63, Series 65

Glen Allen, VA

The Capital Management Corporation

Scott Davila is a financial advisor with The Capital Management Corporation in Glen Allen, VA. He holds Series 63 and Series 65 registrations and has four years of industry experience. Prior to joining The Capital Management Corporation in 2021, he worked at Zod Marketing & Communications, Inc. and Padilla. The Capital Management Corporation provides discretionary investment management for individuals, families, foundations, endowments, retirement plans, and corporations. The firm emphasizes fundamental research within a tailored investment approach and serves roughly 196 clients with approximately $825 million in assets under management.

General retirement planning Income planning Real estate investing
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)