Capital Management LLC
Capital Management LLC is an SEC-registered wealth manager in Greensboro, NC with $383.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Capital Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109416, SEC 801-55753, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $383.0M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Greensboro, NC
- Employees
- 3
- Clients
- 236
- CRD
- 109416
- Ownership
- SIMMS, JOHN, MEREDITH; GRAY, DAVID, PEELE; WIGGINS, ROBERT, E; GLENN, JAMES, KIRK; WILLIAMS, JOSEPH, CHRISTIAN
How much AUM does Capital Management LLC have?
Capital Management LLC reported $383.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Capital Management LLC?
Disclosed owners and executives of Capital Management LLC include SIMMS, JOHN, MEREDITH, GRAY, DAVID, PEELE, WIGGINS, ROBERT, E, GLENN, JAMES, KIRK, WILLIAMS, JOSEPH, CHRISTIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.