CAPITAL MANAGEMENT LLC
Total AUM
$383M
Employees
3Clients
238Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
628 GREEN VALLEY ROAD
SUITE 204
GREENSBORO
NC 27408
United States
SUITE 204
GREENSBORO
NC 27408
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
336-856-2911
Financials
Total AUM
$383M
Accounts
516Discretionary
$348.9M
Accounts
512Non-Discretionary
$34M
Accounts
4
Clients
Individual Clients
148AUM
$37.9M
HNW Individual Clients
84AUM
$310.4M
Pension/Profit Sharing Plan Clients
2AUM
$32.5M
Charitable Organization Clients
2AUM
$1.8M
Insurance Company Clients
2AUM
$384K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NCSCTXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.