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CAPITAL FINANCIAL MANAGEMENT NC, INC
Capital Financial Management NC, Inc. is a state-registered investment adviser in Fuquay Varina, NC. The firm has one employee and one investment adviser.
Overview
Capital Financial Management NC, Inc. is a state-registered investment adviser in Fuquay Varina, NC. The firm has one employee and one investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Fuquay Varina
Corporate office
North Carolina, United States
Frequently asked questions
How does the firm charge for its services?
CAPITAL FINANCIAL MANAGEMENT NC, INC operates on a fee-only basis, meaning it charges clients a percentage of assets under management or a fixed planning fee. It does not receive commissions, 12b-1 fees, or other third-party compensation. Fee schedules are disclosed in its ADV Part 2A brochure (per SEC filing).
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