Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greensboro, NC. Its latest Form ADV filing, dated March 16, 2026, reports $383M in regulatory assets under management, 3 employees, and 516 accounts.
Assets Under Management
$383M
Employees
3
Offices
--
Total Clients
238
Primary office
GREENSBORO, NC
628 GREEN VALLEY ROAD, SUITE 204, GREENSBORO, NC, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.2% of total clients.
Top client categories% of clientsClients
1
Individuals
62.2%
148
2
HNWI
35.3%
84
3
Pension Plans
0.8%
2
4
Charitable
0.8%
2
5
Insurance Cos.
0.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$383Mas of March 16, 2026
Discretionary91.1%
$349M
91% of total RAUM91.1%
Non-discretionary8.9%
$34M
9% of total RAUM8.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$383M
Total Accounts516
10Y AUM Change+$198M (+106.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee79:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.