At Capital Management, LLC, our goal is to simplify your financial life and protect your wealth for future generations. We believe that the best way to do that is by surrounding you with a team of professionals, working together in a coordinated effort to help you achieve your goals. We integrate all of your financial needs into a comprehensive wealth management plan. We provide expertise in the following areas: Asset allocation strategies built around your risk tolerance. Investment management based on your individual goals. Succession plans and exit strategies for your business or private investments. Insurance solutions that protect against risk. Estate plans to preserve your legacy.
View Top Employees from Capital ManagementWebsite | http://www.capitalmgmtinc.com |
Revenue | $2 million |
Employees | 206 (206 on RocketReach) |
Phone | (336) 856-2911 |
Industry | Investment Management, Finance General, Finance |
Web Rank | 12 Million |
Keywords | Capital Management |
Competitors | ANGELHEART INVESTMENTS, LLC, Crawford Financial Planning, Dan Goldie Financial Services LLC, LPL Finanical, Stephenson & Company, Inc. |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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The Capital Management annual revenue was $2 million in 2024.
Edwin Jones is the Founder and Principal of Capital Management.
206 people are employed at Capital Management.
The NAICS codes for Capital Management are [52393, 5239, 523, 52].
The SIC codes for Capital Management are [628, 62].