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THE CAPITAL MANAGEMENT CORPORATION
CRD 112242File 801-13252
APPROVED
Retail clients
Filing as of Jul 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$825.6M
Above cohort median (national)
Discretionary AUM
$825.6M
Clients
196
681 accounts
Employees
8
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 26, 1977
- Principal office
- 4101 COX ROAD, SUITE 110, GLEN ALLEN, VA, 23060
- Phone
- 804-270-4000
- Website
- HTTPS://WWW.CMCVA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $825.6M
- Discretionary AUM
- $825.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 681
- Non-discretionary accounts
- 0
- Total accounts
- 681
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $8.9M |
| Charitable organizations | Fewer than 5 | $70.9M |
| High net worth individuals | 124 | $719.5M |
| Individuals (other than high net worth individuals) | 72 | $26.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 9 | 8 | decreased by1 |
| Aug 1, 2026 | Clients | 187 | 196 | increased by9 |
| Aug 1, 2026 | AUM | $710,138,571 | $825,641,317 | increased by$115,502,746 |
| Aug 1, 2026 | Accounts | 643 | 681 | increased by38 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 8 | 9 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 189 | 187 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $666,729,231 | $710,138,571 | increased by$43,409,340 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 626 | 643 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 8 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 190 | 189 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $588,328,226 | $666,729,231 | increased by$78,401,005 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 612 | 626 | increased by14 |
| Aug 1, 2022 | Employees | 8 | 9 | increased by1 |
| Aug 1, 2022 | Clients | 176 | 190 | increased by14 |
| Aug 1, 2022 | AUM | $598,791,043 | $588,328,226 | decreased by$10,462,817 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPITAL MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
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.