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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Capital Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is The Capital Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact The Capital Management?","answer":"The Capital Management’s main office is at 4101 Cox Road, Suite 110, Glen Allen, VA 23060. Its phone number is 804-270-4000. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}