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THE Capital Management Corporation

SEC Registered

Build. Grow. Protect.

Glen Allen, VAhttps://cmcva.com804-270-4000
Assets Under Management
$500M–$1B
Year Founded
1964
Employees
9
Office Locations
1 office
Total Accounts
643

About the firm

Located in Richmond, Virginia, The Capital Management Corporation (CMC) is a SEC-registered investment advisor to individuals, families and nonprofit organizations/foundations. CMC invests client wealth in highly concentrated portfolios of CASH COW companies which possess superior cash flow growth and fundamentals. The firm has been an SEC-registered investment advisor since 1964 and manages $750M+ in assets under management.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPension/Profit Sharing

Areas of expertise

Wealth ManagementInvestment AdvisoryCASH COW StrategyPortfolio ManagementFiduciaryDividend GrowthAsset ManagementRetirement PlanningNonprofit InvestmentGIPS CompliantRIA+1 more

Services

CMC offers eight CASH COW model portfolios designed for client-specific financial goals, timeline and risk tolerance, including growth strategies (All-Cap Growth, Alpha, Focus Growth, SMID) and income strategies (Growth & Income, Balanced Growth & Income, Dividend Appreciation, Balanced Dividend Appreciation). The firm also offers a Managed Funds Program (MFP) consisting of actively managed, dynamically weighted models of select equity and fixed income mutual funds and/or ETFs.

Estate Planning

Who they serve

Individuals and families, multi-generational families, business owners, foundations and charitable organizations, educational institutions and endowments, family offices, hospitals and healthcare organizations.

Client segmentClientsAssets managed
Individuals (Non-HNW)63$24M
High Net Worth Individuals124$608M

Leadership

Timothy Colin Call
PRESIDENT, CHIEF INVESTMENT OFFICER
Preston Sheffey Smith
VICE PRESIDENT
Mark Woodward Livesay
TREASURER, SECRETARY, VICE PRESIDENT
Pamela C Simms
CHIEF COMPLIANCE OFFICER, VICE PRESIDENT
The Capital Management Corporation Employee Stock Ownership Plan
ESOP
Mark Woodward Livesay
TRUSTEE
Pamela Catherine Simms
TRUSTEE

Office locations

1 office in 1 state
VA
Glen AllenHQ

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#112242
SEC Number
801-13252
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Asset tierAnnual rate
First $1,000,0001.00%
Next $4,000,0000.70%
Excess above $5 Million0.50%

Data as of June 12, 2025 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE Capital Management Corporation has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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