THE CAPITAL MANAGEMENT CORPORATION

RIASEC RegisteredEst. 1977
Total AUM
$710M
Discretionary
$710M
100% of AUM
Avg account
$1.1M
Accounts
643
Employees
9
Advisory reps
6

Firm details

Headquarters
GLEN ALLEN, Virginia
CRD number
112242
Registered since
September 26, 1977
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI85.64%
  • Charitable Organizations9.12%
  • Individuals3.42%
  • Corporations / Businesses1.82%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The Capital Management Corporation is a small, equity-focused advisory firm that manages portfolios for individuals, families and small businesses, and also provides portfolio management for institutional clients. The firm charges clients a percentage of assets under management and emphasizes exchange-traded equity exposure as its primary allocation. It is not positioned as an ESG investor or a multistate adviser; instead it runs a concentrated public-equity strategy supplemented by externally managed alternative allocations. Investment activity blends direct equity ownership and ETFs to establish core equity positions, and the firm supplements that exposure with third‑party alternative funds in private equity, hedge funds and real estate. Advisory services are delivered on a discretionary basis and centered on tailored portfolio management rather than acting as a principal capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Public Funds/Mutual Funds 13%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%, State & Local Bonds 1%80%
  • Exchange Traded Equities80%
  • Public Funds/Mutual Funds13%
  • US Government Bonds2%
  • Investment Grade Corp Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • TIMOTHY CALL

    President, Chief Investment OfficerCRD 2056778

Contacts

3 of 5
  • PAMELA SIMMS

    Vice PresidentCRD 6825228

  • MARK LIVESAY

    Vice President, Portfolio ManagerCRD 5569340

  • Tracy Leeper

    Client RelationsCRD 6825182

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 16

Active vs passive

$22.7M in ETFs

Passive

57%

$13M

Active

42%

$9.7M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)Wisdom TreePassiveUltrashort Bond$9.8M195,25143.36%

Location

Primary office

GLEN ALLEN, VA

HENRICO

Location

GLEN ALLEN, VA

Headquartered in GLEN ALLEN, VA, in the South of the United States.

Region
South
County
HENRICO
Address
4101 Cox Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth