Overview

Headquarters
Glen Allen, VA
Total Firm Assets
$826 million
Average High-Net-Worth Client Portfolio Size
$5.8 million

Fee Disclosure

Source: CMC FIRM BROCHURE FORM ADV PARTS 2A & B (2026-07-02) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $5,000,000 0.70%
$5,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $38,000 0.76%
$10 million $63,000 0.63%
$50 million $263,000 0.53%
$100 million $513,000 0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
87.14%
Number of High-Net-Worth Clients
124
Total Client Accounts
681
Discretionary Accounts
681

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
112242
  • CMC FIRM BROCHURE FORM ADV PARTS 2A & B (2026-07-02) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions