The Capital Management Corporation
- Regulatory AUM
- $826M
- Discretionary
- $826M
- Clients
- 196
- Avg AUM / client
- $4.2M
- Accounts
- 681
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 02, 2026
Investments (13F portfolio — 71 positions, $585,140,394)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Interdigital Inc | COM | $34,093,649 | 112,893 | 5.83% | 4.13% |
| 2 | Pitney Bowes Inc | COM | $29,719,446 | 2,689,543 | 5.08% | 3.6% |
| 3 | Gray Media Inc | COM | $26,897,228 | 6,197,518 | 4.6% | 3.26% |
| 4 | Agnico Eagle Mines Ltd | COM | $26,421,013 | 130,166 | 4.52% | 3.2% |
| 5 | Acme Utd Corp | COM | $22,498,441 | 500,967 | 3.85% | 2.72% |
| 6 | Concentrix Corp | COM | $21,031,967 | 768,712 | 3.59% | 2.55% |
| 7 | Acco Brands Corp | COM | $20,946,849 | 6,982,283 | 3.58% | 2.54% |
| 8 | Moelis & Co | CL A | $20,248,562 | 355,238 | 3.46% | 2.45% |
| 9 | Oneok Inc New | COM | $18,970,626 | 209,875 | 3.24% | 2.3% |
| 10 | Nexstar Media Group Inc | COMMON STOCK | $18,620,995 | 102,975 | 3.18% | 2.26% |
| 11 | Sensata Technologies Hldg Pl | SHS | $17,160,241 | 487,230 | 2.93% | 2.08% |
| 12 | Goldman Sachs Group Inc | COM | $17,149,029 | 20,271 | 2.93% | 2.08% |
| 13 | Sinclair Inc | CL A | $16,860,075 | 1,302,942 | 2.88% | 2.04% |
| 14 | Qualcomm Inc | COM | $15,924,851 | 123,659 | 2.72% | 1.93% |
| 15 | Crawford & Co | CL A | $14,616,369 | 1,466,035 | 2.5% | 1.77% |
| 16 | Principal Financial Group In | COM | $13,691,266 | 151,939 | 2.34% | 1.66% |
| 17 | Townsquare Media Inc | CL A | $13,545,716 | 2,494,607 | 2.32% | 1.64% |
| 18 | Cnx Res Corp | COM | $12,698,871 | 329,413 | 2.17% | 1.54% |
| 19 | Citigroup Inc | COM NEW | $12,291,376 | 108,380 | 2.1% | 1.49% |
| 20 | Siriusxm Holdings Inc | COMMON STOCK | $12,244,778 | 530,536 | 2.09% | 1.48% |
| 21 | Mastercard Incorporated | CL A | $11,956,843 | 23,930 | 2.04% | 1.45% |
| 22 | Service Pptys Tr | COM SH BEN INT | $11,121,813 | 8,207,980 | 1.9% | 1.35% |
| 23 | Lifevantage Corp | COM NEW | $10,549,090 | 2,441,919 | 1.8% | 1.28% |
| 24 | Visa Inc | COM CL A | $10,260,745 | 33,949 | 1.75% | 1.24% |
| 25 | Cme Group Inc | COM | $10,190,756 | 34,504 | 1.74% | 1.23% |
Top 25 of 71 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 72 | $26.4M | 3.2% |
| High net worth individuals | 124 | $719M | 87.1% |
| Charitable organizations | Fewer than 5 | $70.9M | 8.59% |
| Corporations and other businesses | Fewer than 5 | $8.9M | 1.07% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Colin Call | President, Chief Investment Officer | CFA | Feb 2006 (21y) | 50% – 75% |
| Mark Woodward Livesay | Treasurer, Secretary, Vice President | CFA | Mar 2010 (16y) | Less than 5% |
| Pamela Catherine Simms | Chief Compliance Officer, Vice President | CFP | Jan 2015 (12y) | Less than 5% |
| Kenneth Lloyd Walker | Registered representative | Nov 2003 (23y) | ||
| Tracy Leah Leeper | Registered representative | Aug 2017 (9y) | ||
| Scott R Davila | Registered representative | May 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Capital Management Corporation Employee Stock Ownership Plan | Esop | Jan 2015 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $467M (57% of AUM) Jul 2026
- Charles Schwab & Co. $344M (42% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗