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The Capital Management Corporation
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CRD # | 112242 |
SEC # | 801-13252 |
CIK # | 0001732854, 0001623019, 0001112289, 0001588456, 0000949308, 0000897226, 0001061630, 0001778185 |
AUM | $588.3 MM (2022-07-07) |
Employees | 9 (67% Investors, 0% Brokers) |
Phone | 804-270-4000 |
Address | 4101 Cox Road Glen Allen, VA 23060 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 0.4 | |
BGNE | 17.0 | 0.3 | |
AVGO | 201.3 | 0.2 | |
TFII | 7.2 | 0.2 | |
ASML | 197.4 | 0.2 | |
TSLA | 723.4 | 0.1 | |
VALE | 71.2 | 0.1 | |
TSM | 437.4 | 0.1 | |
AAPL | 2,382.8 | 0.1 | |
GOOG | 1,482.6 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 62 | 24.3 |
(b) Individuals (high net worth individuals) | 128 | 498.0 |
(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 | 7.8 |
(h) Charitable organizations | 0 | 52.5 |
(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 | 5.8 |
(n) Other | 0 | 0.0 |
Total | 612 | 588.3 |
By Discretionary | ||
Discretionary | 612 | 588.3 |
Non-Discretionary | 0 | 0.0 |
Total | 612 | 588.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 588.3 | |
Total | 612 | 588.3 |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0000897226] | |
SC 13G | [0000897226] | |
13F-NT | [0000949308] | |
SC 13G | [0000949308] | |
10-K | [0001061630] | |
10-Q | [0001061630] | |
3 | [0001061630] | |
4 | [0001061630] | |
5 | [0001061630] | |
8-K | [0001061630] | |
SC 13D | [0001061630] | |
SC 13G | [0001061630] | |
13F-HR | [0001112289] | |
13F-HR | [0001588456] | |
SC 13D | [0001588456] | |
SC 13G | [0001588456] | |
10-K | [0001623019] | |
10-Q | [0001623019] | |
3 | [0001623019] | |
4 | [0001623019] | |
8-K | [0001623019] | |
SC 13G | [0001623019] | |
13F-HR | [0001732854] | |
13F-HR | [0001778185] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Spectrum Investment Advisors Inc
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|
WI | 0.6 |
Compton Financial Group LLC
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|
MD | 0.6 |
PCG Wealth Advisors LLC
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|
KS | 0.6 |
Cleveland Wealth LLC
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|
OH | 0.6 |
PNC Managed Account Solutions Inc
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|
TX | 0.6 |
BOSS Retirement Advisors LLC
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|
UT | 0.6 |
Windsor Capital Management LLC
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|
AZ | 0.6 |
Navigation Group LLC
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|
CA | 0.6 |
MRAZ Amerine & Associates Inc
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|
CA | 0.6 |
Colonial River Investments LLC
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|
VA | 0.6 |