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The Capital Management Corporation

Updated today

Client assets under management

$632,416,756

Clients

187

66% high-net worth

Advisors

6

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

31

Very Low

Average account size

$3,381,908

About

The Capital Management Corporation provides discretionary investment management to individuals (including high‑net‑worth clients) and to institutional clients such as foundations, endowments, and retirement plans. The firm manages equity, preferred stock, REITs, fixed income, ETFs and mutual funds on behalf of its clients and reports firm assets under management of about $710 million.

CMC’s investment process is governed by an Investment Policy Group that relies on fundamental research to identify eligible securities, and portfolio managers implement those ideas within client‑specific investment guidelines. Accounts are managed on a fully discretionary, fiduciary basis, and clients receive regular reporting (including quarterly reports and realized gains/losses for taxable accounts); CMC also licenses model portfolios to third‑party Model Program Sponsors.

Compared with many peers, CMC’s brochure highlights several less common practices: it directs prospective clients to third‑party sources (the SEC’s adviserinfo site) and lists its own website, and it discloses that it advertises third‑party ratings and performance results. The firm is long‑established and employee‑owned, does not use alternative or highly leveraged investments, does not take custody of client assets, and is compensated directly by certain Model Program Sponsors for providing model portfolios.

Client services

Portfolio management

Expertise

Real estate investing

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50% $0+: 0.50% (mutual funds, ETFs, or fixed income only)

Other

Fee-only: Asset management fees only; no commissions or performance-based fees

Main office location

The Capital Management Corporation

4101 Cox Road, Suite 110

Glen Allen VA 23060, United States

Number of offices

1

Most active in

Florida · Georgia · North Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mark L

CFA®

Glen Allen, VA

The Capital Management Corporation

Mark Livesay is a CFA® charterholder with 15 years of industry experience. He has been with The Capital Management Corporation since 2010, where he is part of a seven-advisor team. The Capital Management Corporation provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients such as foundations, endowments, and retirement plans. The firm employs a fundamental research-driven investment process managed by an Investment Policy Group and oversees approximately $710 million in assets.

Real estate investing
user avatar

Pamela S

CFP®

Glen Allen, VA

The Capital Management Corporation

Pamela Simms is a CFP® with eight years of industry experience, currently serving at The Capital Management Corporation since 2006. She is based in Glen Allen, VA, and is part of a seven-advisor team at the firm. The Capital Management Corporation provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients such as foundations, endowments, and retirement plans. The firm employs a fundamental research-driven investment process overseen by an Investment Policy Group and manages approximately $710 million in assets.

Real estate investing
user avatar

Timothy C

CFA®, Series 65

Glen Allen, VA

The Capital Management Corporation

Timothy Call is a CFA® charterholder with 26 years of industry experience. He has been with The Capital Management Corporation since 2006, where he is part of a seven-advisor team. The Capital Management Corporation provides discretionary investment management services to individuals, including high-net-worth clients, as well as institutional clients such as foundations, endowments, and retirement plans. The firm employs a fundamental research-driven process overseen by an Investment Policy Group and manages approximately $710 million in assets.

Real estate investing
user avatar

Tracy L

Series 65

Glen Allen, VA

The Capital Management Corporation

Tracy Leeper is a financial advisor at The Capital Management Corporation in Glen Allen, VA, holding a Series 65 designation with 8 years of industry experience. She has been with The Capital Management Corporation since 2010. The Capital Management Corporation provides discretionary investment management services to individuals, including high-net-worth clients, as well as institutional clients such as foundations, endowments, and retirement plans. The firm uses a fundamental research-driven investment process managed by an Investment Policy Group and offers fully discretionary, fiduciary account management.

Real estate investing
user avatar

Kenneth W

Series 63, Series 65

Glen Allen, VA

The Capital Management Corporation

Kenneth Walker is a financial advisor at The Capital Management Corporation in Glen Allen, VA, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Capital Management Corporation since 2002. The Capital Management Corporation provides discretionary investment management services to individuals, including high-net-worth clients, as well as institutional clients such as foundations, endowments, and retirement plans. The firm employs a fundamental research-driven investment process managed by an Investment Policy Group and oversees approximately $710 million in assets.

Real estate investing
user avatar

Scott D

Series 63, Series 65

Glen Allen, VA

The Capital Management Corporation

Scott Davila is a financial advisor at The Capital Management Corporation with three years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining The Capital Management Corporation, he worked at Zod Marketing & Communications, Inc. and Padilla. The Capital Management Corporation provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients such as foundations, endowments, and retirement plans. The firm’s investment process is guided by fundamental research and operates on a fully discretionary, fiduciary basis.

Real estate investing
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