Jmcmahan LLC
RIAState Registered
Total AUM
$75K
Discretionary
$75K
100% of AUM
Avg account
$10.7K
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 335477
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI68.07%
- Individuals31.93%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Jmcmahan LLC is a small, owner-operated independent investment adviser organized as an LLC and registered in Texas and Utah. The firm focuses on financial planning and portfolio management for individuals, families and small businesses. Its fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance-based fees. The adviser does not present itself as an ESG-focused manager and reports no role as a capital allocator or pension consultant.
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 Equities60%
- Cash & Cash Equivalents40%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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