MTH Trading & Capital Management, LLC

Overview

MTH Trading & Capital Management, LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm is structured as a single-owner limited liability company and uses a percentage-of-assets fee model. Investment activity centers on equities exposure delivered through exchange-traded vehicles and separately managed account (SMA) structures, with a secondary allocation to commodities exposures as its only notable alternative allocation. The adviser does not identify as an active ESG investor and operates with a narrow client base rather than broad institutional mandates. Given its size and client profile, the firm appears to run concentrated, account-level solutions rather than large pooled funds. Holdings are tilted toward liquid, exchange-traded instruments to provide straightforward implementation and portability across the firm’s relatively small roster of client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices