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, SEC-registered advisory corporation that has been operating since 1981 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional accounts, providing financial planning, portfolio management for individuals, small businesses and institutions, and educational seminars and workshops. Its fee arrangements include both a percentage-of-AUM model and fixed fees. The adviser does not flag itself as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 5PETER 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 18Active vs passive
$23.4M in ETFs
51%
$11.9M
48%
$11.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY ENHANCED INTERNATIONAL ETF (FENI) | Fidelity | Active | Foreign Large Blend | $9.4M | 253,398 | 40.26% |
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
DIADEMA PARTNERS LP
RIAMORRISTOWN, NJ
BLACKHILL CAPITAL, INC
RIAMORRISTOWN, NJ
WASHINGTON CROSSING ADVISORS LLC
RIAMORRISTOWN, NJ