CAPITAL MANAGEMENT OF THE CAROLINAS, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 110643
- Registered since
- May 11, 2001
- Website
- www.mycmg.net
Firm profile
FINTRXOverview
Capital Management Of The Carolinas, LLC is an SEC-registered limited liability company that has appeared on the register since 2001. FINTRX classifies the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. The dataset shows the adviser is not a capital allocator and is not identified as an active ESG investor. Available profile fields for fee structure, client segments, specific advisory activities and investment preferences are blank in the source data, which limits the ability to characterize the firm’s investment approach or service model from this record alone. FINTRX also indicates the firm is not multi-state, not newly formed, not a pension consultant, and not a related adviser.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 14RANDALL MABRY
Vice President of OperationsCRD 1274151
CATHY PARROTT
Registered PrincipalCRD 1357725
ELIZABETH MERRITT
Registered PrincipalCRD 2203581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 1520 South Blvd
- Time zone
- ET (UTC-5)
- Office locations
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