CMC FINANCIAL GROUP, LLC

CMC FINANCIAL GROUP, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 292413). Regulatory assets under management: $119.3M.

Registration

• CRD: 292413
• SEC file number: 801-112662
• Type: Registered investment adviser
• Location: 7000 CENTRAL PARKWAY, SUITE 225, ATLANTA, GA, 30328
• Phone: (678) 690-8800
• Latest filing: 2026-03-05
• Regulatory AUM: $119.3M
• Discretionary AUM: $83.2M
• Non-discretionary AUM: $36.0M
• Clients: 4
• Accounts: 365

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292413 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search