CMC FINANCIAL GROUP, LLC
CRD #292413 SEC #801-112662 ATLANTA, GA (678) 690-8800
SEC Registered
Total AUM
$109.9M
Discretionary
$81M
Employees
4
Clients
0
Accounts
383
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $109.9M | $81M | $28.9M | 4 | 0 |
| Mar 2024 | $196.3M | $147.9M | $48.4M | 4 | 0 |
| Mar 2023 | $187.6M | $147.9M | $39.7M | 4 | 0 |
| Mar 2022 | $221.4M | $144.4M | $77M | 6 | 0 |
| Mar 2021 | $215.9M | $145.4M | $70.5M | 6 | 0 |
| Jun 2020 | $147.7M | $146.4M | $1.3M | 5 | 0 |
| Mar 2020 | $147.7M | $146.4M | $1.3M | 5 | 0 |
| Aug 2019 | $167.2M | $167.2M | $0 | 4 | 0 |
| Apr 2019 | $167.2M | $167.2M | $0 | 4 | 0 |
| Mar 2019 | $167.2M | $167.2M | $0 | 2 | 0 |
| Mar 2019 | $167.2M | $167.2M | $0 | 2 | 0 |
| Jul 2018 | $210.2M | $210.2M | $0 | 2 | 0 |
| Apr 2018 | $0 | $0 | $0 | 2 | 0 |
| Feb 2018 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$109.9M
Discretionary$81M
Non-Disc.$28.9M
Employees4
Clients0
DateMar 2024
Total AUM$196.3M
Discretionary$147.9M
Non-Disc.$48.4M
Employees4
Clients0
DateMar 2023
Total AUM$187.6M
Discretionary$147.9M
Non-Disc.$39.7M
Employees4
Clients0
DateMar 2022
Total AUM$221.4M
Discretionary$144.4M
Non-Disc.$77M
Employees6
Clients0
DateMar 2021
Total AUM$215.9M
Discretionary$145.4M
Non-Disc.$70.5M
Employees6
Clients0
DateJun 2020
Total AUM$147.7M
Discretionary$146.4M
Non-Disc.$1.3M
Employees5
Clients0
DateMar 2020
Total AUM$147.7M
Discretionary$146.4M
Non-Disc.$1.3M
Employees5
Clients0
DateAug 2019
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$210.2M
Discretionary$210.2M
Non-Disc.$0
Employees2
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0