Jmcmahan LLC

Overview

Jmcmahan LLC is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm provides financial planning and portfolio management specifically geared to individuals and small businesses, and charges a mix of fee types: percentage of AUM, hourly, fixed fees and performance-based fees. Investment activity centers on publicly traded equities — both individual stocks and exchange-traded funds — supplemented by mutual funds and modest allocations to real estate-oriented alternative vehicles. The firm does not identify as an ESG or pension-focused adviser and operates with a single-office, owner-led structure. Given the compact asset base, Jmcmahan LLC looks like a highly personalized advisory practice rather than a multi-disciplinary wealth platform. Portfolios emphasize liquid, exchange-traded instruments and use a custodian that supports electronic trading and low-cost execution, consistent with an approach that can accommodate active rebalancing and direct equity exposure for a small client roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices