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CMC FINANCIAL GROUP, LLC
CRD 292413 · SEC 801-112662
7000 CENTRAL PARKWAY, SUITE 225, ATLANTA, GA, 30328, United States
Phone
(678) 690-8800
Fax
678-690-8900
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.3M
Discretionary AUM
$83.2M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $29.3M |
| High net worth individuals | 29 | $81.1M |
States served
GA, LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD