WMC CAPITAL MANAGEMENT, LLC

WMC CAPITAL MANAGEMENT, LLC of CONCORD, NC is an SEC-registered investment adviser (CRD 329845). Regulatory assets under management: $16.2M.

Registration

• CRD: 329845
• Type: Registered investment adviser
• Location: 1028 LEE-ANN DRIVE NE, CONCORD, NC, 28025
• Phone: 704-782-7233
• Latest filing: 2026-02-26
• Regulatory AUM: $16.2M
• Discretionary AUM: $16.2M
• Clients: 2
• Accounts: 340

Business model

Compensation: % of AUM, Hourly, Fixed.

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 329845 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search