Stronger Foundations. Greater Heights.

Delivering Global Perspective with a Boutique Touch

As Featured In:

We invest with the objective of generating industry-leading investment returns for our clients.

Established in 1964, The Capital Management Corporation (CMC) is a SEC-registered investment advisor providing investment management services to institutions, foundations, and high net worth individuals. The firm is 100% employee owned and operated with the singular purpose of managing long-term investment portfolios.

CMC strives to maximize investor return and minimize loss by applying a principled and disciplined proprietary process.  CMC holds itself to the highest standards of fiduciary duty and is among a select group of investment management companies that are Global Investment Performance Standards® (GIPS) compliant.

Investment Management

Get easy to understand investment advice and management. Tell us your goals and we’ll help you achieve them.


 

Why Investment Management?

  • Align your money with your life
  • Conservatively grow your money
  • Personalize your investment strategy

Retirement Planning

Get advice to help you plan for your retirement, avoid running out of money, and create an income stream you won’t outlive.


 

Why Retirement Planning?

  • Maximize your income potential
  • See your cash flows in retirement
  • Reduce taxes and more

Fee-Only Compensation

Our fee-only financial advisors never earn hidden fees or commissions. This reduces conflicts of interest.
 


 

Why Fee-Only Compensation?

  • No hidden fees on our services
  • No Commissions from financial products
  • No Conflict of Interest when choosing investments

Our Clients Include:

*The client’s names on this page are used with permission and do not constitute an endorsement of Capital Management Corporation. 
Outstanding customer service and history of success… 

Let us show you.

RECENT AWARDS:

Financial Times Top 300 RIAs

YEARS OF EXPERIENCE

YEAR AUDITED RECORD

AUM AS OF (9/30/2021)

Capital Management Corporation investment advisors

MEET THE TEAM

CMC Market Outlook Webinar (February 2024)

Capital Management Corporation’s lead portfolio managers will share their insights and expectations for the economy and financial markets in 2024.
Topics include the:
– Current economic outlook
– Election 2024 market impact
– Artificial Intelligence opportunity vs. hype
– Strategies to achieve long-term success

Year-End Charitable Giving Strategy

There are a variety of ways to make charitable contributions. One of the fastest growing vehicles is a Donor-Advised Fund (DAF).
This brief article explains how DAFs work and the benefits for donors and charities.

CMC Market Outlook Webinar (November 2023)

CMC’s lead portfolio managers share their investment perspectives, including:
– Today’s economic environment
– Impact of market volatility
– Real value of bonds
– CMC’s equity strategies

CMC Market Outlook Webinar (July 2023)

During this webinar, CMC’s lead portfolio managers share their investment perspectives, including:
– Today’s economic environment
– Valuations of mega, large, mid and small caps
– What to make of the AI craze
– CMC’s market strategy

It Sure Does Look Familiar

For the last 10 to 12 years, large-caps generally have been on an impressive run. Can they keep going?

Richmond Wealth Management Firm

Having an investment strategy you can count on through the vicissitudes of the markets is essential. You need a Richmond wealth management firm that gives you personalized guidance based on extensive knowledge and a proven investment strategy process. That’s why universities, non-profit organizations and individual investors rely on The Capital Management Corporation for investment and retirement planning and asset management.

What Sets CMC Apart From Other Wealth Management Firms in Richmond VA?

We’re an employee-owned boutique firm. We’re literally invested in our success – and our clients’. We provide personalized service, including direct access to our chief investment officer. However, our Richmond wealth management firm has the experience and skills to compete with larger firms. We’ve been named one of the Financial Times’ 300 Top Registered Investment Advisors and one of RIA Channel’s Top 100 Emerging Wealth Managers.*

We’ve been in business for over 50 years, and our investment committee members have an average of 20 years investment experience. Our portfolio managers in Richmond VA have degrees from the best universities and colleges throughout our state. We’re proud to count among our clients organizations like the Community Foundation for a greater Richmond and other non-profits committed to helping the people in our communities.

A few more things you should know about our Richmond wealth management firm:

  • Our proprietary investment screening strategy narrows down our choice of investments from thousands to just 40 to 60 stocks with the best potential for growth.
  • We have a singular focus – and track record – of getting investment results for our clients through a principled, disciplined proprietary process.
  • We’re committed to the highest standards of fiduciary duty to our clients.
  • We’re one of a select group of firms that are compliant with Global Investment Performance Standards (GIPS®).**

Contact Us Today

To talk with one of our portfolio managers in Richmond VA, call us at 804-270-4000 or email us at Information@the-cmc.com. Find out how we can help you with your investment goals.

*Financial Times selection criteria includes AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility.  No fee was paid to participate.

RIA Channel selection criteria includes firms that have grown at least 30% in the past five years, and uses quantitative and qualitative criteria from RIA Database.  No fee was paid to participate.

**GIPS® is a registered trademark of CFA Institute.  CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

Highwoods Centre

4101 Cox Road, Suite 110

Glen Allen, VA 23060

P: 804.270.4000

F: 804.270.4400

E: Information@the-cmc.com

investment management virginia

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