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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Prime northRadial +more
- Established Date
- 03-17-2020
- Office Locations
- 1
Office Locations
About 3CM Capital Management, LLC
3CM Capital Management is an Ohio-based fiduciary advisory and financial consulting firm serving individuals, families, and small business owners. The team builds customized financial plans spanning retirement, tax and estate planning, insurance, and business-succession needs, paired with portfolio construction and risk management. Portfolios lean on ETFs and public funds alongside fixed income, with custody including Schwab.
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Delford Paul McCallister II
Chief Compliance Officer, Investment Advisor, Manager
- CRD
- #6504730
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,510,330 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,510,330 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,510,330
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $767,814,097 | 24.0% |
| Public Funds | $483,083,036 | 15.1% |
| Cash | $220,746,553 | 6.9% |
| Corporate - Investment Grade | $735,821,843 | 23.0% |
| Municipal Bonds | $259,137,258 | 8.1% |
| U.S. Government/Agency | $153,562,819 | 4.8% |
| Corporate - Non-Investment Grade | $579,059,798 | 18.1% |
| Total | $3,199,225,404 | 100.0% |