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V••••• CAPITAL MANAGEMENT CORPORATION, CRD 118363
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| E••• L•••• V•••• | Certified Financial Planner | MOORESVILLE, NC | 22 | 38 | n/a | no |
| D•••• L•• P••••••• | n/a | MOORESVILLE, NC | 9 | 21 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| M•••••• J••••• L••• | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2022 | Mar 30, 2023 | Mar 26, 2024 |
| V••••• E•••• L•••• | President | D | yes | 12/2004 | Feb 28, 2012 | Mar 26, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $145M | $121M | 19.8% | $151M | -1.4% | 5 | 6 | 0 | 0 |
| no |
| CHIEF EXECUTIVE OFFICER |
| D |
| yes |
| 03/2019 |
| Mar 20, 2018 |
| Mar 26, 2024 |
| Mar 31, 2026 |
| $145M |
| $145M |
| 5 |
| 3 |
| 0 |
| n/a |
| n/a |
| 2024 | Mar 24, 2025 | $121M | $121M | 6 | 3 | 0 | n/a | n/a |
| 2023 | Mar 26, 2024 | $159M | $159M | 7 | 3 | 0 | n/a | n/a |
| 2022 | Mar 30, 2023 | $151M | $151M | 7 | 4 | 0 | n/a | n/a |
| 2021 | Mar 28, 2022 | $143M | $143M | 7 | 4 | 0 | n/a | n/a |
| 2020 | Mar 24, 2021 | $133M | $133M | 6 | 4 | 0 | n/a | n/a |
| 2019 | Mar 26, 2020 | $113M | $113M | 6 | 4 | 0 | n/a | n/a |
| 2018 | Mar 28, 2019 | $110M | $110M | 6 | 4 | 0 | n/a | n/a |
| 2017 | Mar 20, 2018 | $114M | $114M | 6 | 4 | 0 | n/a | n/a |
| 2016 | Mar 30, 2017 | $103M | $103M | 7 | 5 | n/a | n/a | n/a |
| 2015 | Mar 23, 2016 | $99.0M | $99.0M | 6 | 3 | n/a | n/a | n/a |
| 2014 | Mar 10, 2015 | $84.9M | $55.5M | 6 | 3 | n/a | n/a | n/a |
| 2013 | Jan 21, 2014 | $131M | $97.5M | 6 | 1 | n/a | n/a | n/a |
| 2012 | Mar 21, 2013 | $116M | $88.9M | 8 | 2 | n/a | n/a | n/a |
| 2011 | Feb 28, 2012 | $122M | $82.3M | n/a | n/a | n/a | n/a | n/a |