CAPITAL MANAGEMENT LLC
CRD #109416 SEC #801-55753 GREENSBORO, NC 336-856-2911
SEC Registered
Total AUM
$341.9M
Discretionary
$313.3M
Employees
3
Clients
0
Accounts
514
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $341.9M | $313.3M | $28.6M | 3 | 0 |
| Aug 2024 | $324.9M | $290.7M | $34.2M | 3 | 0 |
| Mar 2024 | $324.9M | $290.7M | $34.2M | 4 | 0 |
| Jan 2024 | $285.6M | $252.6M | $33M | 4 | 0 |
| Dec 2023 | $285.6M | $252.6M | $33M | 4 | 0 |
| Jun 2023 | $285.6M | $252.6M | $33M | 4 | 0 |
| Mar 2023 | $285.6M | $252.6M | $33M | 3 | 0 |
| Mar 2022 | $312.4M | $209.1M | $103.3M | 3 | 0 |
| Mar 2022 | $312.4M | $209.1M | $103.3M | 4 | 0 |
| Aug 2021 | $276.4M | $183.3M | $93.1M | 4 | 0 |
| Jul 2021 | $276.4M | $183.3M | $93.1M | 4 | 0 |
| Jul 2021 | $276.4M | $183.3M | $93.1M | 4 | 0 |
| Jul 2021 | $276.4M | $183.3M | $93.1M | 4 | 0 |
| Jul 2021 | $276.4M | $183.3M | $93.1M | 4 | 0 |
| Mar 2021 | $276.4M | $183.3M | $93.1M | 1 | 0 |
| Jan 2021 | $232.9M | $166.7M | $66.1M | 1 | 0 |
| Dec 2020 | $232.9M | $166.7M | $66.1M | 1 | 0 |
| Mar 2020 | $232.9M | $166.7M | $66.1M | 3 | 0 |
| Dec 2019 | $188.5M | $136.2M | $52.3M | 3 | 0 |
| Aug 2019 | $188.5M | $136.2M | $52.3M | 3 | 0 |
| Mar 2019 | $188.5M | $136.2M | $52.3M | 3 | 0 |
| Mar 2018 | $206.5M | $129.9M | $76.7M | 3 | 0 |
| Mar 2017 | $185.4M | $108.7M | $76.7M | 3 | 200 |
| Mar 2016 | $183.5M | $104.6M | $78.8M | 3 | 200 |
| Mar 2015 | $177.7M | $108.7M | $69M | 3 | 200 |
| May 2014 | $164.5M | $113.2M | $51.3M | 3 | 200 |
| Mar 2014 | $164.5M | $113.2M | $51.3M | 3 | 200 |
| Apr 2013 | $146.7M | $106.6M | $40.1M | 3 | 200 |
| Mar 2013 | $146.7M | $106.6M | $40.1M | 3 | 200 |
| Mar 2012 | $136.9M | $103.9M | $33M | 1 | 200 |
| Apr 2011 | $81.7M | $39M | $42.8M | 5 | -- |
| May 2010 | $67M | $49.6M | $17.4M | 5 | -- |
| Apr 2010 | $67M | $49.6M | $17.4M | 5 | -- |
| Apr 2010 | $48.1M | $47.4M | $651.5K | 5 | -- |
| Oct 2009 | $45.4M | $44.8M | $668.1K | 5 | -- |
| Mar 2009 | $45.4M | $44.8M | $668.1K | 5 | -- |
| Mar 2008 | $52.7M | $52.1M | $519.2K | 5 | -- |
| Mar 2007 | $46.2M | $45.5M | $757.4K | 5 | -- |
| Mar 2006 | $45.7M | $42.7M | $3M | 5 | -- |
| Apr 2004 | $31.4M | $31.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$341.9M
Discretionary$313.3M
Non-Disc.$28.6M
Employees3
Clients0
DateAug 2024
Total AUM$324.9M
Discretionary$290.7M
Non-Disc.$34.2M
Employees3
Clients0
DateMar 2024
Total AUM$324.9M
Discretionary$290.7M
Non-Disc.$34.2M
Employees4
Clients0
DateJan 2024
Total AUM$285.6M
Discretionary$252.6M
Non-Disc.$33M
Employees4
Clients0
DateDec 2023
Total AUM$285.6M
Discretionary$252.6M
Non-Disc.$33M
Employees4
Clients0
DateJun 2023
Total AUM$285.6M
Discretionary$252.6M
Non-Disc.$33M
Employees4
Clients0
DateMar 2023
Total AUM$285.6M
Discretionary$252.6M
Non-Disc.$33M
Employees3
Clients0
DateMar 2022
Total AUM$312.4M
Discretionary$209.1M
Non-Disc.$103.3M
Employees3
Clients0
DateMar 2022
Total AUM$312.4M
Discretionary$209.1M
Non-Disc.$103.3M
Employees4
Clients0
DateAug 2021
Total AUM$276.4M
Discretionary$183.3M
Non-Disc.$93.1M
Employees4
Clients0
DateJul 2021
Total AUM$276.4M
Discretionary$183.3M
Non-Disc.$93.1M
Employees4
Clients0
DateJul 2021
Total AUM$276.4M
Discretionary$183.3M
Non-Disc.$93.1M
Employees4
Clients0
DateJul 2021
Total AUM$276.4M
Discretionary$183.3M
Non-Disc.$93.1M
Employees4
Clients0
DateJul 2021
Total AUM$276.4M
Discretionary$183.3M
Non-Disc.$93.1M
Employees4
Clients0
DateMar 2021
Total AUM$276.4M
Discretionary$183.3M
Non-Disc.$93.1M
Employees1
Clients0
DateJan 2021
Total AUM$232.9M
Discretionary$166.7M
Non-Disc.$66.1M
Employees1
Clients0
DateDec 2020
Total AUM$232.9M
Discretionary$166.7M
Non-Disc.$66.1M
Employees1
Clients0
DateMar 2020
Total AUM$232.9M
Discretionary$166.7M
Non-Disc.$66.1M
Employees3
Clients0
DateDec 2019
Total AUM$188.5M
Discretionary$136.2M
Non-Disc.$52.3M
Employees3
Clients0
DateAug 2019
Total AUM$188.5M
Discretionary$136.2M
Non-Disc.$52.3M
Employees3
Clients0
DateMar 2019
Total AUM$188.5M
Discretionary$136.2M
Non-Disc.$52.3M
Employees3
Clients0
DateMar 2018
Total AUM$206.5M
Discretionary$129.9M
Non-Disc.$76.7M
Employees3
Clients0
DateMar 2017
Total AUM$185.4M
Discretionary$108.7M
Non-Disc.$76.7M
Employees3
Clients200
DateMar 2016
Total AUM$183.5M
Discretionary$104.6M
Non-Disc.$78.8M
Employees3
Clients200
DateMar 2015
Total AUM$177.7M
Discretionary$108.7M
Non-Disc.$69M
Employees3
Clients200
DateMay 2014
Total AUM$164.5M
Discretionary$113.2M
Non-Disc.$51.3M
Employees3
Clients200
DateMar 2014
Total AUM$164.5M
Discretionary$113.2M
Non-Disc.$51.3M
Employees3
Clients200
DateApr 2013
Total AUM$146.7M
Discretionary$106.6M
Non-Disc.$40.1M
Employees3
Clients200
DateMar 2013
Total AUM$146.7M
Discretionary$106.6M
Non-Disc.$40.1M
Employees3
Clients200
DateMar 2012
Total AUM$136.9M
Discretionary$103.9M
Non-Disc.$33M
Employees1
Clients200
DateApr 2011
Total AUM$81.7M
Discretionary$39M
Non-Disc.$42.8M
Employees5
Clients--
DateMay 2010
Total AUM$67M
Discretionary$49.6M
Non-Disc.$17.4M
Employees5
Clients--
DateApr 2010
Total AUM$67M
Discretionary$49.6M
Non-Disc.$17.4M
Employees5
Clients--
DateApr 2010
Total AUM$48.1M
Discretionary$47.4M
Non-Disc.$651.5K
Employees5
Clients--
DateOct 2009
Total AUM$45.4M
Discretionary$44.8M
Non-Disc.$668.1K
Employees5
Clients--
DateMar 2009
Total AUM$45.4M
Discretionary$44.8M
Non-Disc.$668.1K
Employees5
Clients--
DateMar 2008
Total AUM$52.7M
Discretionary$52.1M
Non-Disc.$519.2K
Employees5
Clients--
DateMar 2007
Total AUM$46.2M
Discretionary$45.5M
Non-Disc.$757.4K
Employees5
Clients--
DateMar 2006
Total AUM$45.7M
Discretionary$42.7M
Non-Disc.$3M
Employees5
Clients--
DateApr 2004
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees5
Clients--