Cmc Advisors, Inc.
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 271
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 271 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Beekley Corporation 401(k) Profit Sharing Plan And Trust Beekley Corporation | 2024 | |
| Hlw International, Llp Savings And Investment Plan Hlw International, Llp | 2024 | |
| V Cruises Us Llc. 401(k) Plan V Cruises Us Llc | 2024 | |
| Budd Van Lines, Inc. Savings And Retirement Plan Budd Van Lines, Inc. | 2024 | |
| Harrogate Employees Annuity Plan Harrogate Incorporated | 2024 | |
| Forum One Communications 401(k) Plan Forum One Communications | 2024 | |
| Tradition America Holdings, Inc. 401(k) Plan Tradition America Holdings, Inc. | 2024 | |
| Getwellnetwork, Inc. 401(k) Plan Getwellnetwork, Inc. | 2024 | |
| Monte Sano Research Corporation 401(k) Profit Sharing Plan Monte Sano Research Corporation | 2024 | |
| Veritas Prime 401(k) Profit Sharing Plan Veritas Prime | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Calandra, Michael, E. | Principal | Aug 2001 (25y) | 25% – 50% | |
| Medjid, Amar | Principal | Aug 2001 (25y) | 25% – 50% | |
| Patricia Edna Carabello | Principal And Chief Compliance Officer | Aug 2001 (25y) | 10% – 25% | |
| Michael David Berg | Principal | Jan 2007 (20y) | 5% – 10% |
Undisclosed: 0% – 35% 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.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Beekley Corporation 401(k) Profit Sharing Plan And Trust | Beekley Corporation | 98 | $27.3M | 01/01/2024 |
| Hlw International, Llp Savings And Investment Plan | Hlw International, Llp | 196 | $35.3M | 01/01/2024 |
| V Cruises Us Llc. 401(k) Plan | V Cruises Us Llc | 527 | $27.0M | 01/01/2024 |
| Budd Van Lines, Inc. Savings And Retirement Plan | Budd Van Lines, Inc. | 168 | $10.0M | 01/01/2024 |
| Harrogate Employees Annuity Plan | Harrogate Incorporated | 208 | $6.2M | 01/01/2024 |
| Forum One Communications 401(k) Plan | Forum One Communications | 94 | $14.6M | 01/01/2024 |
| Tradition America Holdings, Inc. 401(k) Plan | Tradition America Holdings, Inc. | 455 | $207M | 01/01/2024 |
| Getwellnetwork, Inc. 401(k) Plan | Getwellnetwork, Inc. | 215 | $25.3M | 01/01/2024 |
| Monte Sano Research Corporation 401(k) Profit Sharing Plan | Monte Sano Research Corporation | 136 | $35.7M | 01/01/2024 |
| Veritas Prime 401(k) Profit Sharing Plan | Veritas Prime | 168 | $9.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/03/2026 | 947 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
- • Other fees
- • PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗