Mcgehee Capital Management

Overview

Mcgehee Capital Management is a very small, equity-focused registered investment adviser serving individual and family clients and small businesses. The firm provides discretionary portfolio management on a percentage-of-AUM fee basis and does not operate as a multi-state adviser, pension consultant, or capital allocator. Its stated activity centers on managing individual portfolios rather than institutional or retirement-plan consulting, and it is not identified as an active ESG investor. Given the firm’s scale and client count, investment decisions are likely individualized and executed through liquid public markets. The adviser appears to favor exchange-traded instruments as the primary vehicle for implementing client equity exposure, which supports a workstream optimized for nimble trading, low-cost exposures and straightforward reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices