Mcrae Capital Management Inc.

RIASEC Registered

Total AUM

$795M

Discretionary

$795M

100% of AUM

Avg account

$970K

Accounts

820

Employees

Advisory reps

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

FINTRX

Overview

Mcrae Capital Management Inc. is an independent, privately owned registered investment adviser that has been SEC registered since 1981. The firm serves both individual and family clients as well as institutional investors, offering financial planning, discretionary portfolio management for individuals, small businesses and institutions, and educational seminars and workshops. Its fees are a combination of percentage-of-AUM billing and fixed fees. Investment activity is concentrated on publicly traded equities and exchange-traded instruments; the firm does not identify as an active ESG investor. It is organized as a corporation with individual ownership and does not represent itself as a capital allocator, pension consultant, or multi-state adviser.