# CMC Wealth Management, LLC

> CMC Wealth Management, LLC is a state-registered investment advisory firm in Lexington, SC, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 306845
- Filed as: CMC WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lexington, SC
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306845
- AdvisorCensus page: https://advisorcensus.com/firm/cmc-wealth-management-llc-lexington-sc-306845

## Quick answers

**How is CMC Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CMC Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CMC Wealth Management, LLC located?**
CMC Wealth Management, LLC's principal office is in Lexington, SC, according to its Form ADV.

**Is CMC Wealth Management, LLC registered with the SEC or a state?**
CMC Wealth Management, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306845.

**How much does CMC Wealth Management, LLC manage?**
CMC Wealth Management, LLC reports $5,665,705 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (0% discretionary).

**What types of clients does CMC Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30).

**Does CMC Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306845

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $5,665,705
- Discretionary: $0
- Non-discretionary: $5,665,705

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $5,665,705 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cmcwealthmanagement.com
- X @WealthCmc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CMC Wealth Management, LLC (CRD 306845): Form ADV filing data as of October 2026.