$119.3M Total AUM
$83.2M Disc. AUM
-14.4% 3Y CAGR
4 Employees
230 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- First Clearing · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-28-2018
- Office Locations
- 2
Office Locations
7000 Central Parkway Suite 225 Atlanta GA
-- Palm City FL
About CMC Financial Group, LLC
CMC Financial Group, LLC is an SEC-registered investment adviser based in Atlanta providing investment management and planning for life’s complex situations. The firm focuses on asset allocation and portfolio construction using public funds, ETFs, and fixed income, alongside tax, estate, and insurance planning. Operates on the Orion platform and supports custody via Trade-PMR.
Team overview
-- AVG AGE
$39.8M AVG AUM / ADVISOR
$518.5K AVG AUM / CLIENT
7.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Delta glacier
Custodian
Element Legacy matrix
Investment Themes
Unison summit Harbor signal
Investment Vehicles
Quantum meridian
Platform
Beacon
Services
Timber Oak focus Capital Vital delta Vertex Unison Insight vital Vertex catalyst
Owner & Executives
PHILIP ORAIEN CATLEDGE
Chief Compliance Officer, Partner
- CRD
- #1493580
- Ownership
- 50% but less than 75%
(945) 725-7236
horizon.legacy@momentumcapital.com
in linkedin.com/in/insight-vital
M
MARK BARRY MCCARTHY
Partner
- CRD
- #1312430
- Ownership
- 50% but less than 75%
(629) 971-8154
delta.element@embercapital.com
in linkedin.com/in/matrix-foundation
Showing 2 of 2 owners & executives
Unlock allContacts
Robert Turner Catledge
Analyst
- CRD
- #6877821
(712) 791-5988
pathway.optima@insightcapital.com
in linkedin.com/in/north-beacon
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,202,803 | $495,255 |
| Non-Discretionary | $36,048,941 | $182,990 |
| Total | $119,251,744 | $326,717 |
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Separately Managed Accounts
Total SMA Asset: $119,251,744
Public Funds:
30.1% Cash:
10.6% Equity - Exchange:
22.5% Municipal Bonds:
11.0% Private Funds:
25.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $512,513,596 | 30.1% |
| Cash | $180,486,516 | 10.6% |
| Equity - Exchange | $383,108,170 | 22.5% |
| Municipal Bonds | $187,297,328 | 11.0% |
| Private Funds | $439,297,368 | 25.8% |
| Total | $1,702,702,978 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN NORTH | MERIDIAN FUSION | K5M187S1E | KBVG | 11.40% | $95,420,411 |
| VITAL CATALYST MOMENTUM | OAK EAGLE | HLDHWZB2B | XFV | 4.61% | $65,896,804 |
| BEACON NORTH VECTOR | BRIDGE MERIDIAN | 12Y8ZNHE8 | XKW | 6.43% | $101,337,023 |
| MOMENTUM INSIGHT | RADIAL EMBER | 5JYDC06AA | DULTQ | 5.12% | $50,531,595 |
| ATLAS ALPHA | FUSION QUANTUM | R25V1QOTR | EIUXC | 9.90% | $46,163,893 |
| LEGACY RIDGE | LEGACY FOUNDATION | AESIBCB0L | RSQGV | 10.76% | $117,663,112 |
| ZENITH PATHWAY | MOMENTUM PEAK | IPX0GMUP8 | JEU | 12.43% | $56,170,761 |
| RADIAL GLACIER PRIME | MATRIX FOUNDATION | 1C6HCW19B | ZYTN | 2.62% | $102,995,744 |