MC INVESTMENTS & ADVISORY LLC

Overview

MC Investments & Advisory LLC is a small, owner-managed independent registered investment adviser focused on individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, and charges a mix of percentage-of-AUM, hourly and performance-based fees. Filings indicate a clear investment tilt toward publicly traded equities as the primary portfolio building block, with additional use of mutual funds and allocations into less-liquid alternatives such as venture capital, private placements and real estate through third‑party managers. The adviser is not positioned as an ESG specialist and operates without multi-state adviser registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices