Capital Management LLC

Capital Management LLC (CRD# 109416) is a financial advisory firm headquartered in Greensboro, NC. They manage $183,455,964 in 434 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    434
    ACCOUNTS
  • Average Account Value
    $422,710
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, VA

Financial Advisors at Capital Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
James T. May
CRD#: 4426426
628 Green Valley Road, Suite 204, Greensboro, NC 27408
96
Wealthminder
score

James May (CRD# 4426426) is an Investment Advisor Representative working at Capital Management LLC in Greensboro, NC and has over 14 years of experience in the finance industry. James May has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles T. Reid
CRD#: 2789472
628 Green Valley Road, Suite 204, Greensboro, NC 27408
93
Wealthminder
score

Charles Reid (CRD# 2789472) is an Investment Advisor Representative working at Capital Management LLC in Greensboro, NC and has over 19 years of experience in the finance industry.

3
David P. Gray
CRD#: 227937
628 Green Valley Road, Suite 204, Greensboro, NC 27408
90
Wealthminder
score

David Gray (CRD# 227937) is an Investment Advisor Representative working at Capital Management LLC in Greensboro, NC and has 1 year of experience in the finance industry. David Gray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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