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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Atlas legacyUnison +more
- Established Date
- 08-31-2009
- Office Locations
- 1
Office Locations
About NCM Capital Management, LLC
NCM Capital Management is a New Jersey RIA providing investment strategy and comprehensive financial planning for retail clients, including entrepreneurs. The firm builds diversified, fiduciary portfolios using asset allocation across ETFs, mutual funds/index funds and fixed income, and supports planning needs like retirement, estate and charitable strategies. Custody commonly held at Schwab and Fidelity.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
NICHOLAS SEBASTIAN LAVERGHETTA
Chief Compliance Officer, Managing Member, President, Principal
- CRD
- #2296013
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Derek Anthony Ralston
Investment Advisor Representative
- CRD
- #4130801
TAYLOR J. THOMAS
Wealth Advisor
- CRD
- #5092831
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $450,889,736 | $733,154 |
| Non-Discretionary | $88,551,343 | $827,583 |
| Total | $539,441,079 | $747,148 |
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Separately Managed Accounts
Total SMA Asset: $539,441,079
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $928,811,256 | 22.6% |
| Equity - Exchange | $826,066,648 | 20.1% |
| Cash | $661,675,275 | 16.1% |
| Corporate - Investment Grade | $616,467,648 | 15.0% |
| Municipal Bonds | $1,076,763,492 | 26.2% |
| Total | $4,109,784,319 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS ELEMENT | FUSION ELEMENT | 23YXQBAR7 | QQXG | 0.72% | $62,587,041 |
| VITAL SUMMIT BRIDGE | BRIDGE PEAK | 3P0AZ6WND | HAHT | 11.33% | $81,503,986 |
| UNISON MOMENTUM | CAPITAL PIONEER | NWV1AB2OT | FUU | 8.72% | $97,408,732 |
| CATALYST UNISON | CREST CATALYST | RYKRRA1B1 | NVI | 12.26% | $84,087,805 |
| MOMENTUM CAPITAL CATALYST | HARBOR ATLAS | 47A0JWD6I | QHZU | 7.94% | $14,672,887 |
| RADIAL FOUNDATION FOUNDATION | INSIGHT GLACIER | TVNVXP9RR | JXI | 12.47% | $19,012,124 |
| GLACIER MOMENTUM | OAK BRIDGE | NZXVMLXKL | MYPDD | 2.77% | $111,314,720 |
| FUSION OPTIMA | VERTEX HARBOR | XZZKW55PO | MXB | 3.26% | $119,767,639 |