THE CAPITAL MANAGEMENT CORPORATION
Adviser information for THE CAPITAL MANAGEMENT CORPORATION last updated from Form ADV on June 21st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | MAY |
Legal Location | Virginia, United States |
Employees
Total Number of Employees | 8 |
---|---|
Investment Advisory/Research | 7 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 6 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 612 | $564.6M |
Non-Discretionary | 0 | $0 |
Total | 612 | $564.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 58 | $26.3M |
HNW Individuals | 121 | $459.7M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 5 | $7.7M |
Charitable organizations | 6 | $55.1M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $15.7M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
4101 COX ROADSUITE 110
GLEN ALLEN
VA
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 804-270-4000, Fax: 804-270-4400
Chief Compliance Officer
PAMELA SIMMS
OPERATIONS MANAGER
4101 COX ROAD
SUITE 110
GLEN ALLEN
VA
United States
Tel:
804-270-4000
Fax:
804-270-4400
P*****@**********M
(Full email address available in API data)
Regulatory Contact
TIMOTHY CALL
PRESIDENT
4101 COX ROAD
SUITE 110
GLEN ALLEN
VA
United States
Tel:
804-270-4000
Fax:
804-270-4400
T****@**********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CALL, TIMOTHY, COLIN | Individual | – | PRESIDENT, CHIEF INVESTMENT OFFICER | 02/2006 | 50-75% |
LIVESAY, MARK, WOODWARD | Individual | – | TREASURER, SECRETARY, VICE PRESIDENT | 03/2010 | < 5% |
SIMMS, PAMELA, CATHERINE | Individual | – | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | 02/2016 | < 5% |
THE CAPITAL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | Domestic Entity | – | ESOP | 01/2015 | 25-50% |
LIVESAY, MARK, WOODWARD | Individual | THE CAPITAL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | TRUSTEE | 01/2015 | |
SIMMS, PAMELA, CATHERINE | Individual | THE CAPITAL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | TRUSTEE | 01/2015 |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ACCO BRANDS CORP | COM | 15M | 3M | – |
ACME UTD CORP | COM | 19M | 538K | – |
AGNICO EAGLE MINES LTD | COM | 15M | 222K | – |
ALPHABET INC | CAP STK CL A | 7M | 38K | – |
ALTRIA GROUP INC | COM | 7M | 158K | – |
AMAZON COM INC | COM | 301K | 2K | – |
ANIKA THERAPEUTICS INC | COM | 8M | 329K | – |
APPLE INC | COM | 839K | 4K | – |
ARCADIUM LITHIUM PLC | COM SHS | 7M | 2M | – |
BRISTOL-MYERS SQUIBB CO | COM | 9M | 207K | – |
CARRIER GLOBAL CORPORATION | COM | 7M | 112K | – |
CHOICE HOTELS INTL INC | COM | 238K | 2K | – |
CITIGROUP INC | COM NEW | 8M | 124K | – |
CME GROUP INC | COM | 7M | 33K | – |
CNX RES CORP | COM | 12M | 480K | – |
CONAGRA BRANDS INC | COM | 7M | 242K | – |
CRAWFORD & CO | CL A | 7M | 811K | – |
CRAWFORD & CO | CL B | 4M | 487K | – |
DOMINION ENERGY INC | COM | 306K | 6K | – |
ECOLAB INC | COM | 296K | 1K | – |
ELEVANCE HEALTH INC | COM | 412K | 760 | – |
EXELIXIS INC | COM | 8M | 340K | – |
EXTRA SPACE STORAGE INC | COM | 1M | 9K | – |
EXXON MOBIL CORP | COM | 248K | 2K | – |
FASTENAL CO | COM | 6M | 89K | – |
GOLDMAN SACHS GROUP INC | COM | 14M | 30K | – |
GRAY TELEVISION INC | COM | 22M | 4M | – |
HARMONY BIOSCIENCES HLDGS IN | COM | 7M | 240K | – |
INTERDIGITAL INC | COM | 25M | 213K | – |
INTERPUBLIC GROUP COS INC | COM | 4M | 145K | – |
ISHARES TR | MSCI INDIA SM CP | 421K | 5K | – |
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 2M | 48K | – |
J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 4M | 79K | – |
KINDER MORGAN INC DEL | COM | 11M | 544K | – |
LOWES COS INC | COM | 9M | 39K | – |
MARSH & MCLENNAN COS INC | COM | 333K | 2K | – |
MASTECH DIGITAL INC | COM | 7M | 890K | – |
MASTERCARD INCORPORATED | CL A | 11M | 25K | – |
MOELIS & CO | CL A | 11M | 187K | – |
MOLSON COORS BEVERAGE CO | CL B | 12M | 233K | – |
NEXSTAR MEDIA GROUP INC | COMMON STOCK | 26M | 158K | – |
ONEOK INC NEW | COM | 16M | 199K | – |
ORACLE CORP | COM | 219K | 2K | – |
PEPSICO INC | COM | 267K | 2K | – |
PITNEY BOWES INC | COM | 21M | 4M | – |
PRINCIPAL FINANCIAL GROUP IN | COM | 9M | 118K | – |
PRUDENTIAL FINL INC | COM | 8M | 72K | – |
QUALCOMM INC | COM | 16M | 79K | – |
RTX CORPORATION | COM | 280K | 3K | – |
SANFILIPPO JOHN B & SON INC | COM | 379K | 4K | – |
SENSATA TECHNOLOGIES HLDG PL | SHS | 8M | 225K | – |
SERVICE PPTYS TR | COM SH BEN INT | 24M | 5M | – |
SINCLAIR INC | CL A | 23M | 2M | – |
TEGNA INC | COM | 8M | 557K | – |
TOLL BROTHERS INC | COM | 3M | 30K | – |
UDR INC | COM | 309K | 8K | – |
UNITED PARCEL SERVICE INC | CL B | 5M | 35K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 803K | 4K | – |
VANGUARD WORLD FD | COMM SRVC ETF | 380K | 3K | – |
VANGUARD WORLD FD | ESG US STK ETF | 265K | 3K | – |
VANGUARD WORLD FD | FINANCIALS ETF | 223K | 2K | – |
VEREN INC | COM NEW | 13M | 2M | – |
VISA INC | COM CL A | 9M | 35K | – |
WILLIAMS COS INC | COM | 234K | 6K | – |
WISDOMTREE INC | COM | 393K | 40K | – |
WISDOMTREE TR | US QTLY DIV GRT | 211K | 3K | – |
WISDOMTREE TR | EM MKTS QTLY DIV | 238K | 9K | – |
WISDOMTREE TR | EMG MKTS SMCAP | 206K | 4K | – |
WISDOMTREE TR | EURO QTLY DIV GR | 337K | 11K | – |
WISDOMTREE TR | FLOATNG RAT TREA | 9M | 171K | – |
WISDOMTREE TR | JAPN HEDGE EQT | 254K | 2K | – |
WISDOMTREE TR | US LARGECAP FUND | 208K | 4K | – |
WISDOMTREE TR | US MIDCAP FUND | 253K | 4K | – |
WISDOMTREE TR | US S CAP QTY DIV | 424K | 9K | – |
WISDOMTREE TR | US SMALLCAP FUND | 247K | 5K | – |