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| Happy Holidays!! thanks for using AUM13F!! |
| CMC Financial Group LLC
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| CRD # | 292413 |
| SEC # | 801-112662 |
| CIK # | 0001770940 |
| AUM | $109.9 M (2025-03-17) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 678-690-8800 |
| Address | 7000 Central Parkway Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001770940 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.2 | ||
| Apple Inc | 0.8 | ||
| Palantir Technologies Inc | 0.3 | ||
| Cardinal Health Inc | 0.3 | ||
| Alcoa Inc | 0.3 | ||
| Texas Pacific Land Corp | 0.3 | ||
| EQT Corp | 0.3 | ||
| Fox Corp | 0.3 | ||
| Philip Morris International Inc | 0.3 | ||
| Mosaic Co | 0.3 | ||
| Entergy Corp /DE/ | 0.3 | ||
| Hartford Financial Services Group Inc/DE | 0.3 | ||
| Ventas Inc | 0.3 | ||
| Priceline Com Inc | 0.2 | ||
| World Currency Gold Trust | 0.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 30.0 |
| (b) Individuals (high net worth individuals) | 34 | 75.6 |
| (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 | 10 | 4.2 |
| Total | 383 | 109.9 |
| By Discretionary | ||
| Discretionary | 196 | 81.0 |
| Non-Discretionary | 187 | 28.9 |
| Total | 383 | 109.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.9 | |
| Total | 383 | 109.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001770940] |
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