MAY Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 135127
- Registered since
- July 6, 2021
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals99.81%
- Charitable Organizations0.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
MAY Capital Management is a small, independent registered investment adviser founded and registered in 2021 and structured as a sole proprietorship under individual ownership. The firm focuses on financial planning and portfolio management for individuals, families and small-business clients, and it services a limited number of institutional relationships. Investment activity is concentrated in pooled public vehicles — primarily mutual funds and similar public funds — supplemented by targeted allocations to third‑party hedge fund managers and insurance products when appropriate. The adviser operates as a discretionary manager for the bulk of its client relationships and charges clients via a percentage-of-AUM fee schedule with the option for hourly engagements for planning work. MAY Capital Management does not position itself as a capital allocator; instead it sources alternative exposure through external managers. The firm is not an active ESG investor and is not registered as a multistate adviser, which suggests a regional client focus and a conventional risk-return orientation rather than thematic or impact mandates.
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
- Public Funds/Mutual Funds65%
- Exchange Traded Equities30%
- Cash & Cash Equivalents5%
Contacts
1 of 1William May
OwnerCRD 5019378
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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