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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-25-2019
- Office Locations
- 1
Office Locations
About CMC Advisors LLC
CMC Advisors is an independent RIA focused on retirement planning for individuals and families, pairing personalized, tech-enabled planning with active, tax-efficient portfolio management designed to balance income needs and long-term longevity. Portfolios use a core-satellite approach with meaningful use of ETFs and public funds. Founder Courtney Mason is a CFP® and CMT®, and the firm intentionally caps client load to deliver high-touch, manually guided oversight (Schwab custodied).
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Owner & Executives
Courtney DeLancey Mason
Owner
- CRD
- #7155917
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,735,206 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,735,206 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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