CAPITAL MANAGEMENT LLC

CRD 109416File 801-55753

APPROVED

Retail clients

Custody

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$383.0M

Below cohort median (national)

Discretionary AUM

$348.9M

Non-discretionary $34.0M

Clients

238

516 accounts

Employees

Below cohort median in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jul 24, 1998
Principal office: 628 GREEN VALLEY ROAD, SUITE 204, GREENSBORO, NC, 27408
Phone: 336-856-2911
Website: https://www.capitalmgmtinc.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $383.0M
Discretionary AUM: $348.9M
Non-discretionary AUM: $34.0M
Discretionary accounts: 512
Non-discretionary accounts: 4
Total accounts: 516
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Insurance companies	Fewer than 5	$384K
Charitable organizations	Fewer than 5	$1.8M
High net worth individuals	84	$310.4M
Pension and profit sharing plans	Fewer than 5	$32.5M
Individuals (other than high net worth individuals)	148	$37.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.