MCBEE ADVISORS, INC.

Overview

Mcbee Advisors, Inc. is an independent registered investment adviser serving primarily individual and family clients with a fee model that includes percentage-of-AUM, hourly, and fixed-fee engagements. The firm emphasizes equity-oriented portfolio management, running discretionary mandates that favor exchange-traded securities as the core building block. Advisory services cover financial planning and portfolio management for individuals, small businesses and institutions, and the firm lists pension consulting among its offered activities. Investment decision-making centers on liquid, exchange-traded instruments for core exposure while supplementing portfolios with third-party alternative managers and traditional pooled products such as mutual funds and annuities. The firm does not identify as an active ESG investor. Although it reports multiple office locations across two states, Mcbee Advisors indicates it is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices