Macneil Capital Management

RIASEC Registered
Total AUM
$48.4M
Discretionary
$48.4M
100% of AUM
Avg account
$465K
Accounts
104
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
130246
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI56.41%
  • Individuals43.59%
Services
Portfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Macneil Capital Management operates as a sole proprietorship focused on serving individual and family clients. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses, and it also produces periodicals or newsletters. Compensation is primarily percentage-of-AUM with the option for hourly charges. The firm reports a clear preference for equities, deploying client assets mainly in exchange-traded equities and mutual funds rather than in private or illiquid strategies. It does not identify as an active ESG investor and is presented as a single-state, individually owned advisory business rather than a multi-state or institutional allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 63%, Public Funds/Mutual Funds 27%, Cash & Cash Equivalents 10%63%
  • Exchange Traded Equities63%
  • Public Funds/Mutual Funds27%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Glen Macneil

    Glen Macneil

    PresidentCRD 2733388

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth