RIA Intel›Advisers›North Carolina›WMC CAPITAL MANAGEMENT, LLC

WMC CAPITAL MANAGEMENT, LLC

Advisory

CONCORD, NC

Data as of Feb 26, 2026 · Source: SEC Form ADV

Average account

$48K

across 340 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients340

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

340 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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$17M

QUARTERMASTER WEALTH MANAGEMENT, LLC

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