Capital Management LLC

Capital Management LLC (CRD# 109416) is a financial advisory firm headquartered in Greensboro, NC. They manage $324,892,294 in 503 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
628 Green Valley Road, Suite 204, Greensboro, NC 27408
https://www.capitalmgmtinc.com
By the Numbers
  • Total Assets Under Management
    325
    MILLION
  • Total Number of Accounts
    503
    ACCOUNTS
  • Average Account Value
    $645,909
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
The map below shows states where this firm has explicit registration only.

NC, SC, TX, VA

Financial Advisors at Capital Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Gray, financial advisor Greensboro NC
David P. Gray
CRD#: 227937
628 Green Valley Road, Suite 204, Greensboro, NC 27408

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.

2
James May, financial advisor Greensboro NC
James T. May
CRD#: 4426426
628 Green Valley Road, Suite 204, Greensboro, NC 27408

James May (CRD# 4426426) is an Investment Advisor Representative working at Capital Management LLC in Greensboro, NC and has over 21 years of experience in the finance industry.

3
Charles Reid, financial advisor Greensboro NC
Charles T. Reid
CRD#: 2789472
628 Green Valley Road, Suite 204, Greensboro, NC 27408

Charles Reid (CRD# 2789472) is an Investment Advisor Representative working at Capital Management LLC in Greensboro, NC and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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