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They include 194 high-net-worth individuals and 58 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does NCM Capital Management offer?","answer":"NCM Capital Management provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, and philanthropic planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does NCM Capital Management use?","answer":"NCM Capital Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $360M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does NCM Capital Management have?","answer":"NCM Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does NCM Capital Management invest in?","answer":"At the end of its last fiscal year, NCM Capital Management’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities, 8% cash and equivalents, 2% investment grade corporate bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns NCM Capital Management?","answer":"NCM Capital Management’s direct owner is Nicholas Laverghetta (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 29 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does NCM Capital Management get paid?","answer":"NCM Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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