Mauro Capital Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 122411
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI77.42%
- Individuals22.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mauro Capital Management, Inc. is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm operates with a clear equity preference, constructing portfolios that lean heavily on exchange-traded equities and exchange-traded vehicles as core holdings. Engagements are fee-based (percentage of AUM) with the option for hourly charges, and the adviser also provides accounting-related services alongside its investment advisory work. Portfolios appear to follow a core equity orientation, likely implemented through liquid, listed instruments to give clients transparent, cost-efficient exposure. Given the client base of individuals and small businesses and the firm’s modest scale, strategies emphasize straightforward, easily administered investments rather than large-scale direct alternative commitments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Cash & Cash Equivalents16%
Contacts
1 of 1John Mauro
PresidentCRD 2113478
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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