CMC Advisors LLC

Overview

CMC Advisors LLC is a small, independent registered investment adviser that focuses on wealth management for individuals and families. Its advisory services center on financial planning and portfolio management for individual clients and small businesses. The firm charges a mix of percentage-of-AUM fees, hourly fees and, in some cases, performance-based fees, which points to a hybrid revenue model that blends ongoing asset management with project-based planning work and incentive-aligned mandates. The firm’s stated investment orientation favors publicly traded equities as the primary building block of client portfolios. It is not identified as an active ESG investor and operates from a single-office structure, which suggests a boutique practice with hands-on advisor relationships rather than a large institutional platform. CMC Advisors does not act as a capital allocator; instead it uses outside managers for alternative exposure where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices