MCINTOSH CAPITAL ADVISORS, INC.

Overview

Mcintosh Capital Advisors, Inc. is an independent registered investment adviser focused on serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm emphasizes equity-centered portfolios, running separately managed accounts and cashable ETF strategies alongside traditional mutual funds. Its advisory services extend to small businesses and institutional clients, and fee arrangements include percentage-of-AUM, hourly, and fixed-fee engagements. Custody and execution are handled through LPL Financial, which supports the firm’s trading and operational needs. Investment activity shows a clear preference for public equities and exchange-traded products as the primary building blocks of client portfolios. The firm appears to combine core ETF exposure for broad market coverage with selective individual equities and SMAs to address tax sensitivity, concentrated holdings, or customized client objectives. For clients seeking diversification beyond public markets, the adviser allocates to external alternative managers in private equity, hedge funds, real estate, and private credit.

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Location & Offices