MARK MUECKE CAPITAL MANAGEMENT, LLC

RIASEC Registered

Total AUM

$48.3M

Discretionary

$48.3M

100% of AUM

Avg account

$519K

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN ANTONIO, Texas
CRD number: 289109
Website: markmuecke.com
Custodians: CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM
Client types: HNWI69.53%
Corporations / Businesses16.16%
Individuals9.32%
Pension & Profit Sharing Plans4.99%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Mark Muecke Capital Management, LLC is an independent, single-owner RIA that provides financial planning and portfolio management primarily to individuals, families and some institutional clients. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management for individuals and small businesses. It does not identify as an active ESG investor, is not a multi-state adviser, and does not describe itself as a capital allocator or pension consultant.