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$16.2M Total AUM
$16.2M Disc. AUM
-- 3Y CAGR
2 Employees
340 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-10-2024
- Office Locations
- 1
Office Locations
1028 LEE-ANN Drive NE Suite 220 Concord NC
About WMC Capital Management, LLC
WMC Capital Management, LLC is a Concord-based RIA. The firm has been operating for 2 years. Managing $16.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
49 AVG AGE
$8.1M AVG AUM / ADVISOR
$47.6K AVG AUM / CLIENT
2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN WALTER RODNEY HARRIS
Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative, President
- CRD
- #3028805
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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L
LUANN SIMS BARNES
--
- CRD
- #3193187
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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