Mcrae Capital Management Inc.
Firm details
- Headquarters
- Morristown, New Jersey
- CRD number
- 104567
- Registered since
- January 8, 1981
- Website
- mcraecapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.97%
- Charitable Organizations8.53%
- Pension & Profit Sharing Plans5.95%
- Corporations / Businesses0.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mcrae Capital Management Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 1981. The firm is owned by an individual and serves both individual/family clients and institutional clients. Its advisory model blends percentage-of-AUM and fixed-fee arrangements. Core services called out in regulatory filings include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and delivery of educational seminars and workshops. The firm is not classified as an active ESG investor.
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 Equities64%
- Investment Grade Corp Bonds12%
- US Government Bonds11%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds4%
Contacts
3 of 5
Peter Mcrae
Managing PartnerCRD 4590393
William Keefe
Managing DirectorCRD 5490653
Roderick Mcrae Iii
Managing PartnerCRD 2380531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$26M in ETFs
50%
$12.9M
49%
$13.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY ENHANCED INTERNATIONAL ETF (FENI) | Fidelity | Active | Foreign Large Blend | $10.6M | 263,399 | 40.59% |
Location
Morristown, NJ
Morris
Location
Morristown, NJ
Headquartered in Morristown, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 230 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Himco, LLC
RIAMorristown, NJ
New Vernon Capital
RIAMorristown, NJ
Pegasus Asset Management Inc
RIAMorristown, NJ
Sage Residential Management LLC
RIAMorristown, NJ
Diadema Partners LP
RIAMorristown, NJ
Blackhill Capital, Inc
RIAMorristown, NJ