Macneil Capital Management
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
FINTRXOverview
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
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 Equities63%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Glen Macneil
PresidentCRD 2733388
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Greenstar Advisors
RIASouthwestern Money Management LLC
RIASan Antonio, TX
American Wealth Administration Group LLC
RIAGlen Cove, NY
Global Trends Investments
RIANajarian Financial LLC
RIABraintree, MA
Scott S. Duko, Registered Investment Advisor, Ltd.
RIACanfield, OH