CMC ADVISORS, INC.

Adviser information for CMC ADVISORS, INC. last updated from Form ADV on January 26th, 2024. 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 DECEMBER
Legal Location New York, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
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 281 $0
Charitable organizations 0 $0
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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 281
No. of Non-U.S. Clients 0

Services

Advisory Services Pension consulting services
Compensation PERCENTAGE OF ASSETS UNDER ADVISEMENT

Identifiers

SEC RIA File Number 801-62466
SEC ERA File Number 801-62466
SEC CIK Numbers None
SEC CRD Numbers 123811
Legal Entity Identifier None

Principal Office

433 PLAZA REAL
SUITE 275
BOCA RATON
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 212-402-1850, Fax: 212-402-1851

Chief Compliance Officer

PATRICIA E. CARABELLO
PRINCIPAL
433 PLAZA REAL
SUITE 275
BOCA RATON
FL
United States
Tel: 212-402-1850 X860
Fax: 212-402-1851
(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
CARABELLO, PATRICIA, EDNA Individual PRINCIPAL AND CHIEF COMPLIANCE OFFICER 08/2001 10-25%
CALANDRA, MICHAEL, E. Individual PRINCIPAL 08/2001 25-50%
MEDJID, AMAR Individual PRINCIPAL 08/2001 25-50%
BERG, MICHAEL, DAVID Individual PRINCIPAL 01/2007 5-10%

No. Employees, Historic

105020192020202120222023202420254 on 5/22/20194 on 10/8/20194 on 2/13/20204 on 1/27/20214 on 2/17/20224 on 8/3/20224 on 1/20/20234 on 1/2/20244 on 1/26/2024

No. Clients, Historic

30015002019202020212022202320242025264 on 5/22/2019264 on 10/8/2019270 on 2/13/2020268 on 1/27/2021270 on 2/17/2022270 on 8/3/2022264 on 1/20/2023264 on 1/2/2024281 on 1/26/2024