MACKHOUSE CAPITAL

Overview

Mackhouse Capital is a small, independent registered investment advisor that serves individual and family clients with fee-based financial planning and portfolio management. The firm charges a percentage of assets under management and can also bill hourly for planning work. Its offering emphasizes discretionary portfolio management for individuals, small businesses, and business or institutional clients, with a clear tilt toward equity exposures rather than ESG-driven mandates. Given its size and client count, the firm operates with high client concentration and a boutique advisory approach—managers are likely hands-on with portfolio construction and implementation. Mackhouse Capital is not positioned as a capital allocator or pension consultant; instead it blends direct equity exposure with third-party vehicles and insurance solutions to meet client goals.

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