Capital Management LLC

Capital Management, LLC is a SEC-registered investment adviser based in Greensboro, NC, with roots dating back to 1980. The firm offers individual portfolio management services, retirement plan consulting, and financial planning. They manage client funds on a discretionary and non-discretionary basis, tailoring portfolios to client goals, risk tolerance, and liquidity needs. The firm's investment strategies include long-term purchases and option writing. Capital Management, LLC charges fees based on a tiered schedule tied to assets under management, with a minimum initial investment requirement. The firm does not charge performance-based fees and does not engage in wrap fee programs. Clients have the option to engage the firm's insurance agent for implementing investment recommendations, with full discretion over implementation. The firm's Code of Ethics emphasizes high ethical standards and compliance with securities laws. Clients have the authority to terminate the advisory relationship at any time. Capital Management, LLC does not vote on proxies for clients and has no financial conditions that would impair meeting contractual obligations. As of December 2024, the firm actively managed over $313 million in client assets on a discretionary basis.