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- Custodian
- Ascensus · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Unison atlas
- Established Date
- 07-24-1998
- Office Locations
- 1
Office Locations
About Capital Management LLC
Capital Management, LLC is a Greensboro, NC wealth management firm providing comprehensive financial planning and discretionary investment management built around risk-based asset allocation. The team supports retirees and business owners with tax, estate and insurance planning, plus business succession and exit strategy work. Portfolios commonly use ETFs and mutual funds, with custody through major platforms such as Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID PEELE GRAY JR
Chief Compliance Officer, Chief Financial Officer, Managing Partner
- CRD
- #227937
- Ownership
- 75% or more
JOSEPH CHRISTIAN WILLIAMS
Owner
- CRD
- #2332156
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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CHARLES THOMAS REID
Investment Manager
- CRD
- #2789472
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $348,915,450 | $681,475 |
| Non-Discretionary | $34,049,029 | $8,512,257 |
| Total | $382,964,479 | $742,179 |
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Separately Managed Accounts
Total SMA Asset: $382,964,479
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,388,604,949 | 30.2% |
| Public Funds | $1,112,723,171 | 24.2% |
| Cash | $1,002,370,460 | 21.8% |
| Corporate - Investment Grade | $777,067,008 | 16.9% |
| U.S. Government/Agency | $317,264,043 | 6.9% |
| Total | $4,598,029,631 | 100.0% |