Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Capital Financial Management NC refers clients to third-party managers (TPMs) like Gradient Investments and Eqis Capital Management. They monitor the TPM's performance and act as a liaison between the client and the TPM. The firm receives referral fees from the TPMs.
1000 N. Main St., Ste. 218, Fuquay Varina, NC, 27526