James
May
Capital Management LLC
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About this Advisor
James May is a financial advisor based in Greensboro, North Carolina, working with Capital Management LLC. James has previously held positions at Charles Schwab Bank and Capital Management, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, James is part of Capital Management LLC, which operates out of Greensboro, North Carolina. The firm has 4 employees and manages assets totaling $324.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Capital Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Management LLC Brokerage Details
$324,892,294
4
503
$645,909
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James May Work History
Capital Managment, LLC
Charles Schwab Bank
Disclosures
Please visit the SEC profile of James May to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Management LLC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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