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 advising individual and family clients and small businesses. The firm’s advisory work centers on discretionary portfolio management and it also publishes periodic newsletters or market commentaries. Compensation is a combination of a percentage-of-assets-under-management and hourly charges. The adviser reports no active ESG investing program, does not act as a capital allocator, and does not provide pension consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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