THE CAPITAL MANAGEMENT CORPORATION
Firm details
- Headquarters
- GLEN ALLEN, Virginia
- CRD number
- 112242
- Registered since
- September 26, 1977
- Website
- www.cmcva.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds13%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1TIMOTHY CALL
President, Chief Investment OfficerCRD 2056778
Contacts
3 of 5PAMELA SIMMS
Vice PresidentCRD 6825228
MARK LIVESAY
Vice President, Portfolio ManagerCRD 5569340
Tracy Leeper
Client RelationsCRD 6825182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$22.7M in ETFs
57%
$13M
42%
$9.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $9.8M | 195,251 | 43.36% |
Location
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
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