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Cmc Financial Group, LLC

● SEC registered since 2018CRD 292413SEC# 801-112662Atlanta, GA
Export (members)
Reg. AUM
$109.9M
Employees
4
Accounts
383
Location
Atlanta, GA

Cmc Financial Group, LLC assets under management

Cmc Financial Group, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2018. It reports $109.9 million in regulatory assets under management and employs 4 people.
www.cmcfg.comView on SEC.gov ↗

Cmc Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Mark Barry McCarthy ControlMember50-75%2009
Philip Oraien Catledge ControlMember & Chief Compliance Officer50-75%2009

Frequently asked questions

How much does Cmc Financial Group, LLC manage?

Cmc Financial Group, LLC reports $109.9 million in regulatory assets under management on its Form ADV.

How many employees does Cmc Financial Group, LLC have?

Cmc Financial Group, LLC reports 4 employees.

Where is Cmc Financial Group, LLC located?

Cmc Financial Group, LLC is based in Atlanta, GA and has been SEC-registered since 2018.

Does Cmc Financial Group, LLC disclose fund performance?

Cmc Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7000 Central Parkway, Suite 225, Atlanta, GA 30328
Phone(678) 690-8800
Fax678-690-8900
Office hours9:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$81M
Non-discretionary$28.9M
Total (RAUM)$109.9M