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| CMC Financial Group LLC
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|---|---|
| CRD # | 292413 |
| SEC # | 801-112662 |
| CIK # | 0001770940 |
| AUM | 119.3 M (2026-03-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 678-690-8800 |
| Address | 7000 Central Parkway Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 2.5 | |
| Alphabet Inc | 1.1 | |
| Nvidia Corp | 0.9 | |
| Microsoft Corp | 0.9 | |
| World Currency Gold Trust | 0.6 | |
| International Business Machines Corp | 0.6 | |
| Energy Transfer Equity LP | 0.6 | |
| Enterprise Products Partners L P | 0.5 | |
| Blackstone Group LP | 0.5 | |
| Marvell Technology Inc | 0.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 29.3 |
| (b) Individuals (high net worth individuals) | 29 | 81.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 54 | 8.8 |
| Total | 365 | 119.3 |
| By Discretionary | ||
| Discretionary | 168 | 83.2 |
| Non-Discretionary | 197 | 36.0 |
| Total | 365 | 119.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.3 | |
| Total | 365 | 119.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001770940] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Sullivan Financial LLC
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|
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