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 organized as a limited liability company and has been registered with the SEC since 2001. The firm is classified in the data as a fund distributor rather than an allocator of client capital. Ownership is listed as a combination of a domestic entity and an individual. The profile notes that the firm is not an active ESG investor, is not identified as a multi-state adviser, is not newly formed, and does not act as a pension consultant or as a related adviser. The firm did not supply descriptions of its advisory activities, client segments, fee schedule, or specific business lines in the provided material. Given the limited disclosures, the available record focuses on corporate classification and regulatory registration rather than portfolio management or client-facing services.
Assets & Accounts
Location & Offices
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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