CAPITAL MANAGEMENT LLC

628 Green Valley Road
Suite 204
Greensboro, North Carolina 27408
Tel: 336-856-2911

About CAPITAL MANAGEMENT LLC

CAPITAL MANAGEMENT LLC, formally registered with the SEC as CAPITAL MANAGEMENT LLC. The firm was established in 07/24/1998. They have over 1 offices throughout the country.

CAPITAL MANAGEMENT LLC is a Greensboro, North Carolina based Financial Planning firm with nearly $324,892,294 assets under management, offering retirement planning & investment advisory services to 503 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109416
SEC#	801-55753
Assets Managed by Firm	$324,892,294
No. of Clients	503
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	503	$324,892,294
Individuals (other than high net worth individuals)	131	$41,007,939
High net worth individuals	84	$260,043,164
Pension and profit sharing plans	2	$23,455,267

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BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd Charlotte, NC, 28277	$137,561,001,775	6685	31

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