May Hill Capital, LLC

RIASEC Registered
Total AUM
$549M
Discretionary
$547M
100% of AUM
Avg account
$974K
Accounts
563
Employees
3
Advisory reps
3

Firm details

Headquarters
Cohasset, Massachusetts
CRD number
332076
Registered since
July 31, 2024
Website
www.mayhillwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI83.32%
  • Corporations / Businesses15.35%
  • Individuals1.34%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

MAY Hill Capital, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm operates as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include both percentage‑of‑AUM billing and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, Exchange Traded Equities 34%, Cash & Cash Equivalents 9%, State & Local Bonds 6%, US Government Bonds 1%, Private Funds 1%49%
  • Public Funds/Mutual Funds49%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents9%
  • State & Local Bonds6%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cohasset, MA

Norfolk

Location

Cohasset, MA

Headquartered in Cohasset, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Norfolk
Address
132 Chief Justice Cushing Hwy
Time zone
ET (UTC-5)
Office locations

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