CMC Advisors LLC

CMC Advisors is a state-registered investment adviser that works primarily with individual clients, including those who meet state “qualified client” thresholds, providing discretionary management of separately managed accounts as well as comprehensive financial planning and hourly consulting. Services explicitly include a focused large-cap equity growth strategy (the CMC Growth Portfolios), diversified portfolio management, and options- and derivatives-focused consulting.

The firm’s investment approach blends fundamental and technical analysis within a core-satellite framework: passive index-based core holdings supplemented by actively managed satellite positions, and concentrated growth portfolios typically holding 15–25 large-cap growth names with multi-year time horizons. Accounts are actively managed on a discretionary basis and may employ options, futures, and other derivative instruments, along with stop-loss and trailing-stop tactics, to manage active risk and hedge during periods of market volatility.

What is distinctive relative to peers is the firm’s use of performance-based compensation on certain accounts and its routine use of derivatives within separately managed accounts—both practices that are uncommon among similar independent advisers. The firm also operates at a small scale with a very limited number of client accounts, which supports highly customized, concentrated portfolios and direct, hourly consulting on options strategies.