A complete list of active advisors currently associated with The Capital Management Corporation

Warmer can help you find a great advisor at The Capital Management Corporation or one who fits your needs even better.

The Capital Management Corporation provides discretionary investment management to individuals (including high‑net‑worth clients) and to institutional clients such as foundations, endowments, and retirement plans. The firm manages equity, preferred stock, REITs, fixed income, ETFs and mutual funds on behalf of its clients and reports firm assets under management of about $710 million. CMC’s investment process is governed by an Investment Policy Group that relies on fundamental research to identify eligible securities, and portfolio managers implement those ideas within client‑specific investment guidelines. Accounts are managed on a fully discretionary, fiduciary basis, and clients receive regular reporting (including quarterly reports and realized gains/losses for taxable accounts); CMC also licenses model portfolios to third‑party Model Program Sponsors. Compared with many peers, CMC’s brochure highlights several less common practices: it directs prospective clients to third‑party sources (the SEC’s adviserinfo site) and lists its own website, and it discloses that it advertises third‑party ratings and performance results. The firm is long‑established and employee‑owned, does not use alternative or highly leveraged investments, does not take custody of client assets, and is compensated directly by certain Model Program Sponsors for providing model portfolios.

To learn more about the advisors currently working at The Capital Management Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.