M CAPITAL WEALTH MANAGEMENT, LLC

Overview

M Capital Wealth Management, LLC is an independent registered investment advisor that manages discretionary portfolios for individuals, families and small institutions. The firm runs a fee-for-service model priced as a percentage of assets under management and combines traditional portfolio management with pension consulting services for select clients. Investment activity is centered on pooled public funds and mutual funds as the primary building blocks of client portfolios, with selective use of private placements as an alternative sleeve for qualified clients. The firm does not present itself as an active ESG investor. Strategy emphasis is pragmatic and manager-driven: core exposure is achieved through mutual funds and similar public vehicles, while bespoke allocations—such as private placement commitments—are used on a selective basis. Given the firm’s scale and custodial relationship, implementation appears oriented toward efficient, custody-friendly products rather than high turnover individual-stock trading.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices