# The Capital Management Corporation

> The Capital Management Corporation is an SEC-registered investment advisory firm in Glen Allen, VA, registered since 1977, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 2, 2026.

- CRD: 112242
- Filed as: THE CAPITAL MANAGEMENT CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glen Allen, VA
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112242
- AdvisorCensus page: https://advisorcensus.com/firm/the-capital-management-corporation-glen-allen-va-112242

## Quick answers

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

**Where is The Capital Management Corporation located?**
The Capital Management Corporation's principal office is in Glen Allen, VA, according to its Form ADV.

**Is The Capital Management Corporation registered with the SEC or a state?**
The Capital Management Corporation is an SEC-registered investment advisory firm, registered since 1977. Status as filed: Approved. CRD 112242.

**How much does The Capital Management Corporation manage?**
The Capital Management Corporation reports $825,641,317 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (100% discretionary).

**How have The Capital Management Corporation's assets and staff changed since 2021?**
In the Form ADV data for The Capital Management Corporation: Regulatory assets under management: $598,791,043 in the October 2021 data and $825,641,317 in the October 2026 data, up 38%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Capital Management Corporation serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (124); individuals (other than high net worth individuals) (72).

**Which custodians does The Capital Management Corporation use?**
The Capital Management Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does The Capital Management Corporation report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112242

**What changed in The Capital Management Corporation's recent Form ADV filings?**
In the August 2026 filing data: Regulatory assets under management went from $710,138,571 to $825,641,317 (+16%). Registered or notice-filed in MD. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $825,641,317
- Discretionary: $825,641,317
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 72 | $26,427,209 |
| High net worth individuals | 124 | $719,457,277 |
| Charitable organizations | Fewer than 5 | $70,885,850 |
| Corporations or other businesses not listed above | Fewer than 5 | $8,870,981 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1977 (49 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, MD, NC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cmcva.com](https://cmcva.com)
- LinkedIn @THE-CAPITAL-MANAGEMENT-CORPORATION

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $598,791,043 | 8 | June 22, 2021 |
| October 2022 | $588,328,226 | 9 | July 7, 2022 |
| October 2023 | $564,591,317 | 8 | June 21, 2023 |
| October 2024 | $666,729,231 | 8 | June 27, 2024 |
| October 2025 | $710,138,571 | 9 | June 12, 2025 |
| October 2026 | $825,641,317 | 8 | July 2, 2026 |

Regulatory assets under management: $598,791,043 in the October 2021 data and $825,641,317 in the October 2026 data, up 38%.
Total employees: 8 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Regulatory assets under management went from $710,138,571 to $825,641,317 (+16%).
- Registered or notice-filed in MD.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Capital Management Corporation (CRD 112242): Form ADV filing data as of October 2026.