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CMC Financial Group
CMC Financial Group was established in 2008 as a US-based wealth manager and registered investment advisor. The firm focuses on advisory services including...
Overview
CMC Financial Group was established in 2008 as a US-based wealth manager and registered investment advisor. The firm focuses on advisory services including financial planning, investment planning, and portfolio management. It serves individuals and small businesses through direct client relationships. No public information details specific asset classes, named holdings, or geographic deployment beyond its Atlanta base. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months appear in available records. The firm maintains a standard RIA structure with no disclosed hybrid vehicles, succession arrangements, or co-investment mandates.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, United States
Frequently asked questions
Who runs investment decisions at CMC Financial Group?
No named principals or CIO appear in public records.
Does CMC Financial Group participate in fund commitments or only direct deals?
Public information shows only advisory services; no fund commitments or direct deals are disclosed.
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