Capital Management

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

628 Green Valley Rd Ste 204, Greensboro,...

Phone Number

(336) 856-2911

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Capital Management

Capital Management, LLC is a solutions provider specializing in wealth management, offering a unique blend of capital preservation and wealth creation strategies. The firm serves clients across North Carolina, including areas such as High Point, Winston-Salem, Raleigh, Charlotte, and the Triangle. Their services encompass comprehensive financial planning, investment management, estate planning, and tax management, tailored to meet individual client goals. Capital Management aims to simplify financial lives and protect wealth for future generations through a coordinated team approach.Explore more
Capital Management's Social MediaPopular SearchesCapital Management LLCCapital Management & Planning Inccapitalmgmtinc.comGray David P CfpSIC Code 62,628NAICS Code 52,523Show more

Capital Management Org Chart

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Chief Executive Officer

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Property Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Management

<$5M
1-10
Private
-
1992
<$5M
11-50
Private
<$5M
-
SC
Sheila ChauFinancial Advisor
<$5M
1-10
Private
-
2004
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
2012
CF
Collin FlathersFinancial Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Management.

Capital Management Tech Stack

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Frequently Asked Questions Regarding Capital Management

What is Capital Management's official website?
Capital Management's official website is www.capitalmgmtinc.com
What is Capital Management's Revenue?
Capital Management's revenue is <$5 Million
What is Capital Management's SIC code?
Capital Management's SIC: 62,628
What is Capital Management's NAICS code?
Capital Management's NAICS: 52,523
How many employees does Capital Management have?
Capital Management has 1-10 employees
What industry does Capital Management belong to?
Capital Management is in the industry of: Finance, Securities Trading
What is Capital Management competition?
Capital Management top competitors include: Copper Canyon Wealth Management, Sheila Chau, Robert's, Flathers Wealth Management
What technology does Capital Management use?
Some of the popular technologies that Capital Management uses are: Cloudflare Website Optimization, Google Font API, Neustar UltraDNS, Microsoft 365
How do I contact Capital Management?
Capital Management contact info: Phone number: (336) 856-2911 Website: www.capitalmgmtinc.com
What does Capital Management do?

Capital Management, LLC is a solutions provider specializing in wealth management, offering a unique blend of capital preservation and wealth creation strategies. The firm serves clients across North Carolina, including areas such as High Point, Winston-Salem, Raleigh, Charlotte, and the Triangle. Their services encompass comprehensive financial pl... anning, investment management, estate planning, and tax management, tailored to meet individual client goals. Capital Management aims to simplify financial lives and protect wealth for future generations through a coordinated team approach.Read More

What are Capital Management social media links?
Capital Management Linkedin page
Is Capital Management a public company?
Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Capital Management

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