The Capital Management Corporation

The Capital Management Corporation (CMC) is a registered investment advisor based in Glen Allen, VA, founded in 1964 and rebranded as CMC in 1976. The firm specializes in providing investment management services for individuals and institutional accounts, focusing on common and preferred stocks, REITs, fixed income securities, ETFs, and mutual funds. CMC acts as a fiduciary for all managed accounts, operating on a fully discretionary basis, meaning they can make investment decisions without prior client approval. Clients' assets are held at designated custodians, and fees are based on assets under management, with no performance-based fees. The firm does not engage in side-by-side management or charge referral fees. CMC's investment philosophy is grounded in fundamental research, aiming to act in clients' best interests while acknowledging the inherent risks of investing. As of May 31, 2024, CMC manages approximately $666 million in assets. Clients receive regular reporting and have access to a compliance program and disaster recovery plan for business continuity. The firm's team includes experienced professionals like Timothy C. Call, Mark W. Livesay, Kenneth L. Walker, and Scott R. Davila, each with a strong educational background and extensive industry experience.