Cmc Financial Group, LLC
● SEC registered since 2018CRD 292413SEC# 801-112662Atlanta, GA
Reg. AUM
$119.3M
Employees
4
Accounts
365
Location
Atlanta, GA
Cmc Financial Group, LLC assets under management
Cmc Financial Group, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2018. It reports $119.3 million in regulatory assets under management and employs 4 people.
Cmc Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Barry McCarthy Control | Member | 50-75% | 2009 |
| Philip Oraien Catledge Control | Member & Chief Compliance Officer | 50-75% | 2009 |
Frequently asked questions
How much does Cmc Financial Group, LLC manage?
Cmc Financial Group, LLC reports $119.3 million in regulatory assets under management on its Form ADV.
How many employees does Cmc Financial Group, LLC have?
Cmc Financial Group, LLC reports 4 employees.
Where is Cmc Financial Group, LLC located?
Cmc Financial Group, LLC is based in Atlanta, GA and has been SEC-registered since 2018.
Does Cmc Financial Group, LLC disclose fund performance?
Cmc Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7000 Central Parkway, Suite 225, Atlanta, GA 30328 |
| Phone | (678) 690-8800 |
| Fax | 678-690-8900 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$119.3M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$119.3Mregulatory AUM
Discretionary $83.2MNon-discretionary $36M