The Capital Management Corporation is an investment advisory firm headquartered in Glen Allen, Virginia, managing portfolios for individuals, families, endowments, foundations, and retirement plans. The firm focuses primarily on stock and bond strategies, using common and preferred stocks, exchange-traded funds, mutual funds, real estate investment trusts, and fixed income securities. The Capital Management Corporation operates on a fully discretionary basis, meaning the investment team makes buying and selling decisions on behalf of clients without needing prior approval for every trade. The firm does not offer standalone financial planning, tax services, legal services, or estate planning, choosing instead to concentrate entirely on managing investment portfolios. Portfolios are customized based on each client's specific objectives, such as generating income, focusing on tax efficiency, or managing concentrated stock positions. Client assets are held at independent third-party custodians chosen by the client.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Accounts invested solely in mutual funds, exchange-traded funds, or fixed income incur a flat annual fee of 0.50%.