Capital Management LLC

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Assets, Funds, Holdings

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CAFR Data
Capital Management LLC
CRD #109416
SEC #801-55753
CIK #
AUM $188.5 MM (72% Disc, 100% US)
Employees3 (100% Investors, 0% Brokers)
Phone336-856-2911
Address628 Green Valley Road
Greensboro, NC 27408
Source [IAPD] [Website]
Total AUM ($MM)
210168126844201999200620132021
Sector Holding Cap ($MM) Value ($MM)
QNST651.041.7
VC2,200.039.9
INTL766.029.2
AGN48,770.028.7
TROX1,510.028.4
GIL7,320.024.7
EVRI554.523.3
ATSG1,240.022.7
NFG5,160.022.1
RJF11,420.019.2
View All
Holdings by Sector ($)
0.50.40.30.20.10.02012201420162019
Comparable Firms State AUM ($BB)
River Capital Advisors LC
FL 0.2
Sovereign Wealth Advisors Inc
WA 0.2
Jacobson & Schmitt Advisors LLC
WI 0.2
North Star Investment Advisors LLC IL
IL 0.2
S&A Financial Services Inc
KS 0.2
Renaissance Investment Group LLC
MA 0.2
Verum Partners LLC
NC 0.2
Pflug Koory LLC
NE 0.2
The HELP Network Inc
OH 0.2
MZ KARK & Associates Inc
CO 0.2
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