Cmc Financial Group, LLC

CMC Financial Group, LLC is a Registered Investment Adviser based in Atlanta, Georgia, established in December 2008 and independently registered with the Securities and Exchange Commission in March 2018. The firm offers portfolio management services tailored to individual client goals, including investment strategy, asset allocation, and risk tolerance assessment. Clients may grant discretionary authority for securities selection and transactions. CMCFG also provides financial planning and retirement plan consulting services. The firm's fee structure includes a maximum annual advisory fee of 2.00% based on total account value, with fees paid quarterly in advance. CMCFG does not accept performance-based fees and serves various client types without an account minimum. Investment strategies involve charting, cyclical, fundamental, quantitative, and technical analysis, with risks outlined for each method. The firm does not have custody of client funds but uses qualified custodians. Clients may grant limited investment discretion and receive quarterly account statements. CMCFG does not accept economic benefits for client advice and has no financial conditions impairing its commitments to clients. The firm's management has not been involved in bankruptcy petitions in the last ten years.