Stronger Foundations. Greater Heights.
Delivering Global Perspective with a Boutique Touch
Want 10 reasons to be positive about the stock Market?
Download our eBook guide to trends in today’s volatile market!
Want 10 reasons to be positive about the stock Market?
Download our eBook guide to trends in today’s volatile market!
YOUR INVESTMENT PARTNER
We invest with the objective of generating industry-leading investment returns for our clients.
Capital Management Corporation (CMC) is an SEC-registered investment advisor providing investment management services to institutions, foundations, and high net worth individuals.
- Richmond based for over 50 years
- 100% employee owned and operated
- Global Investment Performance Standards® (GIPS) compliant.
- Ranked #17 among Emerging wealth managers national based on Growth and Assets
CMC strives to maximize investor return and minimize loss by applying a principled and disciplined proprietary process.
RECENT AWARDS:
Financial Times Top 300 RIAs
Asset Allocation
- Stocks
- Bonds
- Mutual Funds
- Exchange Traded Funds
- Cash (Money Market Funds)
- Real Estate (REITs)
Investment Objectives
- Long-Term Growth
- Growth & Income
- Wealth Preservation
- Return Requirements
- Income Generation
- Account Consolidation
Investment Strategy
- Time Horizon
- Liquidity
- Taxes
- Inflation
- Risk Tolerance
- Unique Needs & Circumstances
Transitioning Wealth
- Estate Planning
- Tax Sensitivity
- Gifts & Donations
- Retirement Assets
- Roth Conversions
- College Savings Plans
Highwoods Centre
4101 Cox Road, Suite 110
Glen Allen, VA 23060
