The Capital Management Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Glen Allen, VA. Its latest Form ADV filing, dated June 12, 2025, reports $710M in regulatory assets under management, 9 employees, and 643 accounts.
Assets Under Management
$710M
Employees
9
Offices
--
Total Clients
187
Primary office
GLEN ALLEN, VA
4101 COX ROAD, SUITE 110, GLEN ALLEN, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.3% of total clients.
Top client categories% of clientsClients
1
HNWI
66.3%
124
2
Individuals
33.7%
63
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$710Mas of June 12, 2025
Discretionary100.0%
$710M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$710M
Total Accounts643
10Y AUM Change+$364M (+105.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee21:1
10Y Employee Change+1 (+12.5%)
* 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.