MAY HILL CAPITAL, LLC

RIASEC RegisteredEst. 2024
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
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, SEC-registered registered investment adviser organized as a limited liability company and owned by an individual. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers, positioning itself as a capital allocator for private clients. Its clientele consists of individuals and families, and it charges clients using a mix of percentage-of-AUM and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser on its regulatory filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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%

Contacts

3 of 3
  • SETH CORKIN

    Co-Founder & Wealth AdvisorCRD 5962270

  • ROBERT DOCKENDORFF

    Co-Founder & Wealth AdvisorCRD 6555695

  • Cassandra Golden

    Associate Wealth AdvisorCRD 7893790

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth