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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-26-1977
- Office Locations
- 1
Office Locations
About THE Capital Management Corporation
The Capital Management Corporation is an employee-owned boutique wealth manager in the Richmond, VA area serving individuals and families, business owners, and institutions such as foundations and endowments. It provides investment and retirement planning and discretionary asset management, coordinating with clients’ accountants and estate attorneys. Portfolios use its proprietary “CASH COW” screen to build concentrated equity portfolios and the firm is GIPS® compliant, with direct access to the CIO.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TIMOTHY COLIN CALL
Chief Investment Officer, President
- CRD
- #2056778
- Ownership
- 75% or more
MARK WOODWARD LIVESAY
Secretary, TREASURER, VICE PRESIDENT
- CRD
- #5569340
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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SCOTT R DAVILA
Vice President
- CRD
- #2208214
Tracy Leah Leeper
Advisor
- CRD
- #6825182
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $825,641,317 | $1,104,415 |
| Non-Discretionary | $0 | -- |
| Total | $825,641,317 | $1,104,415 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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