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- Custodian
- Great-West Trust · Nationwide · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-05-2020
- Office Locations
- 1
Office Locations
About CMC Wealth Management, LLC
CMC Wealth Management is an independent RIA in Lexington, SC serving pre-retirees and retirees. Founded in 2019 by CFP Chuck Crouch, the firm provides holistic planning and investment management, including retirement income planning, portfolio risk management, tax and philanthropic planning, estate/wealth transfer guidance, and divorce financial planning. Clients get disciplined, emotion-aware portfolio oversight with transparent, asset-based fees and no commissions; insurance advice is provided without selling products.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Charles Martin Crouch Jr
Investment Advisor, President
- CRD
- #4348818
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,665,705 | -- |
| Total | $5,665,705 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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