The Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
The Capital Management reports 196 clients. They include 124 high-net-worth individuals and 72 individual clients. Of its assets, 100.0% ($826M across 681 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 37% | 3% |
| High-net-worth individuals | 63% | 87% |
| Charitable organizations | Fewer than 5 | 9% |
| Corporations and other businesses | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 72 | $26.4M | 3.2% | $367K |
| High-net-worth individuals | 124 | $719M | 87.1% | $5.8M |
| Charitable organizations | Fewer than 5 | $70.9M | 8.6% | — |
| Corporations and other businesses | Fewer than 5 | $8.87M | 1.1% | — |
| Total | 196 | $826M | 100% | — |
- Clients
- 72
- Regulatory AUM
- $26.4M
- AUM share
- 3.2%
- Avg. per client
- $367K
- Clients
- 124
- Regulatory AUM
- $719M
- AUM share
- 87.1%
- Avg. per client
- $5.8M
- Clients
- Fewer than 5
- Regulatory AUM
- $70.9M
- AUM share
- 8.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $8.87M
- AUM share
- 1.1%
- Avg. per client
- —
Total
- Clients
- 196
- Regulatory AUM
- $826M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
The Capital Management charges 0.50%–1.00% a year for its Balanced and Equity Portfolios. Each asset band is charged at its own rate.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$5M | 0.70% |
| $5M and above | 0.50% |
Fee details and sources
Timothy Call owns 75% or more of The Capital Management. The leadership team of The Capital Management includes President Timothy Call and Chief Compliance Officer Pamela Simms. It has 8 employees, 7 of them in advisory roles.
Leadership
Timothy CallPresident, Chief Investment Officer
Mark LivesayTreasurer, Secretary, Vice President- Pamela SimmsChief Compliance Officer, Vice President
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 7 in advisory functions
- 6 state-registered reps
- Owns 75% or more of The Capital Management Corporation
Timothy Call
Control person · since February 2006
The Capital Management’s regulatory assets grew from $599M (June 2021) to $826M (July 2026); clients rose from 176 to 196 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $826M | 196 | 8 | 1 |
| June 2025 | $710M | 187 | 9 | 1 |
| June 2024 | $667M | 189 | 8 | 1 |
| June 2023 | $565M | 190 | 8 | 1 |
| July 2022 | $588M | 190 | 9 | 1 |
| June 2021 | $599M | 176 | 8 | 1 |
Besides its headquarters, The Capital Management has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 4101 Cox Road, Suite 110, Glen AllenHQ
Contact and registration details
- Legal name
- The Capital Management Corporation
- Headquarters
- 4101 Cox Road, Suite 110, Glen Allen, VA 23060
- Website
- cmcva.com
- Phone
- 804-270-4000
- SEC file
- 801-13252
- Founded
- 1964
- Structure
- Virginia corporation
- Fiscal year end
- May
The Capital Management uses Fidelity ($467M, 58%) and Charles Schwab ($344M, 42%) as custodians for its separately managed accounts. The Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $344M42%
- FidelityNational Financial Services LLC · Covington, KY · $467M58%
At year end, The Capital Management’s separately managed accounts were mostly in stocks (81%) and funds (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $666M across 72 positions; the largest are Pitney Bowes Inc. (6.3%), Interdigital Inc. (5.4%) and Acco Brands Corp. (4.4%).
What the accounts hold
- Stocks81%
- Funds12%
- Bonds5%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash2%
Reported 13F holdings
- $666M
- Reported 13F value
- 72
- Positions
- 41.4%
- In the 10 largest
- +13.9%
- Value vs. prior quarter
- Pitney Bowes Inc.6.3%
- Interdigital Inc.5.4%
- Acco Brands Corp.4.4%
- Gray Media Inc.4.2%
- Nexstar Media Group Inc.4.0%
- Concentrix Corp.3.7%
- Moelis & CO · CL A3.6%
- Acme Utd Corp.3.4%
- Agnico Eagle Mines Ltd3.4%
- Townsquare Media Inc. · CL A3.0%
Together, the ten largest are 41.4% of reported value.
How many clients does The Capital Management have?
The Capital Management has 196 clients and manages $826 million for them, as of July 2026. They include 124 high-net-worth individuals and 72 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 July 2026
What services does The Capital Management offer?
The Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does The Capital Management charge?
The Capital Management charges 0.50%–1.00% a year for its Balanced and Equity Portfolios. Each asset band is charged at its own rate.
Source: CMC FIRM BROCHURE FORM ADV PARTS 2A & B, filed 2 July 2026
Which custodians does The Capital Management use?
The Capital Management’s separately managed account assets are held at National Financial Services LLC (Covington, KY), with $467M and Charles Schwab & Co., Inc. (Orlando, FL), with $344M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 July 2026
How many financial advisors does The Capital Management have?
The Capital Management has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 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
What does The Capital Management invest in?
At the end of its last fiscal year, The Capital Management’s separately managed accounts held 81% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 3% investment grade corporate bonds, 2% cash and equivalents, 1% U.S. government and agency 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
Who owns The Capital Management?
The Capital Management’s direct owner is Timothy Call (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 July 2026
How does The Capital Management get paid?
The Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is The Capital Management registered with the SEC?
Yes, The Capital Management has been registered with the SEC as an investment adviser since 26 September 1977. Its CRD number is 112242 and its SEC file number is 801-13252.
Source: Form ADV Part 1A, Item 1, filed 2 July 2026; IAPD firm record
How do I contact The Capital Management?
The Capital Management’s main office is at 4101 Cox Road, Suite 110, Glen Allen, VA 23060. Its phone number is 804-270-4000. Its website is cmcva.com.