CMC Advisors LLC

Overview

CMC Advisors LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. Its core advisory offerings are financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees alongside hourly billing and, for certain relationships, performance-based fees. It does not identify as a multi-state adviser, is not marketed as a pension consultant, and is not designated a capital allocator. The firm reports it is not an active ESG investor. Custody and trade execution are consolidated through a single custodian relationship (see Assets & Accounts), and the practice appears structured to serve a small roster of higher-net-worth households rather than mass-market retail clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices