Mcinnis Group

Overview

Mcinnis Group is a small, individual-owned advisory practice that focuses on portfolio management for individuals and small businesses. The firm operates under a percentage-of-AUM fee model and manages client relationships largely on a non-discretionary basis, meaning clients retain final authority over trades while Mcinnis Group provides investment advice and implementation recommendations. The firm’s stated client base is individuals and families, and its stated preferences point to an equity-focused approach, using exchange-traded vehicles as the primary building blocks of client portfolios. Investment activity appears centered on liquid, publicly traded instruments rather than private-market commitments. The advisor does not identify as an active ESG investor and does not list allocations to external alternative asset managers. That positioning—smaller AUM, non-discretionary mandates and a public-market tilt—indicates a practice that emphasizes accessible, tradable exposures and manager- or vehicle-level diversification through mutual funds and ETFs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices