Capital Management LLC
● SEC registered since 1998CRD 109416SEC# 801-55753Greensboro, NC
Reg. AUM
$383M
Employees
3
Accounts
516
Location
Greensboro, NC
Capital Management LLC assets under management
Capital Management LLC is an SEC-registered investment adviser based in Greensboro, NC. The firm has been registered since 1998. It reports $383 million in regulatory assets under management and employs 3 people.
Capital Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Peele Gray Control | Managing Partner, Chief Compliance Officer | Over 75% | 2009 |
| Joseph Christian Williams | Minority Shareholder | 5-10% | 2022 |
Frequently asked questions
How much does Capital Management LLC manage?
Capital Management LLC reports $383 million in regulatory assets under management on its Form ADV.
How many employees does Capital Management LLC have?
Capital Management LLC reports 3 employees.
Where is Capital Management LLC located?
Capital Management LLC is based in Greensboro, NC and has been SEC-registered since 1998.
Does Capital Management LLC disclose fund performance?
Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 628 Green Valley Road, Suite 204, Greensboro, NC 27408 |
| Phone | 336-856-2911 |
| Fax | 336-856-9199 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$383M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$383Mregulatory AUM
Discretionary $348.9MNon-discretionary $34M