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 investment adviser organized as a limited liability company and registered with the SEC in 2001. The firm is recorded as having mixed ownership (a domestic entity alongside an individual) and is listed in the dataset as "unclassified." Public-facing disclosure about its business model and client focus is limited. In the available data the firm does not self-identify as a capital allocator, an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. FINTRX records also show no detailed descriptions of advisory activities, client types, or investment approach, so third-party reporting or direct contact would be required to understand its product mix, use of alternatives, or whether it delivers family office–style services.
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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