CMC WEALTH MANAGEMENT, LLC

CMC WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 306845). Regulatory assets under management: $5.7M.

Registration

• CRD: 306845
• Type: Registered investment adviser
• Phone: 803-606-2218
• Latest filing: 2026-03-24
• Regulatory AUM: $5.7M
• Non-discretionary AUM: $5.7M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306845 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search