Advisors at this firm
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.
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.
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.
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.
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.
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.