MCM Wealth

RIASEC Registered
Total AUM
$171M
Discretionary
$109M
64% of AUM
Avg account
$436K
Accounts
392
Employees
7
Advisory reps
6

Firm details

Headquarters
Novato, California
CRD number
136075
Website
www.mcmwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, COLUMBIA PRIVATE TRUST
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI95.78%
  • Individuals2.44%
  • Corporations / Businesses1.78%

Firm profile

FINTRX

Overview

MCM Wealth is an independent registered investment adviser owned by an individual and positioned as a multi-client wealth manager that serves both individual & family and institutional clients. The firm acts as a capital allocator, blending advisory services with direct allocations to external managers. Its fee model includes asset-based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 48%, Public Funds/Mutual Funds 28%, Exchange Traded Equities 17%, Cash & Cash Equivalents 6%, US Government Bonds 1%48%
  • Private Funds48%
  • Public Funds/Mutual Funds28%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Robert Hoyt

    Robert Hoyt

    President, Chief Investment OfficerCRD 6306107

Contacts

3 of 5
  • Kirk Loury

    Kirk Loury

    Business StrategistCRD 1831429

  • Brian Jackson

    Brian Jackson

    Director of OperationsCRD 6561639

  • Geoffrey Hakim

    Geoffrey Hakim

    Investment AdvisorCRD 2322348

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Novato, CA

Marin

Location

Novato, CA

Headquartered in Novato, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
7250 Redwood Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth