MAY Capital Management

RIASEC RegisteredEst. 2021
Total AUM
$167M
Discretionary
$167M
100% of AUM
Avg account
$839K
Accounts
199
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
135127
Registered since
July 6, 2021
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals99.81%
  • Charitable Organizations0.19%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

MAY Capital Management is a small, independent registered investment adviser founded and registered in 2021 and structured as a sole proprietorship under individual ownership. The firm focuses on financial planning and portfolio management for individuals, families and small-business clients, and it services a limited number of institutional relationships. Investment activity is concentrated in pooled public vehicles — primarily mutual funds and similar public funds — supplemented by targeted allocations to third‑party hedge fund managers and insurance products when appropriate. The adviser operates as a discretionary manager for the bulk of its client relationships and charges clients via a percentage-of-AUM fee schedule with the option for hourly engagements for planning work. MAY Capital Management does not position itself as a capital allocator; instead it sources alternative exposure through external managers. The firm is not an active ESG investor and is not registered as a multistate adviser, which suggests a regional client focus and a conventional risk-return orientation rather than thematic or impact mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 30%, Cash & Cash Equivalents 5%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • William May

    OwnerCRD 5019378

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth