MCMAHAN CAPITAL MANAGEMENT

Overview

Mcmahan Capital Management is a small, fee-for-service advisory firm focused on portfolio management for individuals and small businesses. The firm emphasizes equity exposure—primarily through exchange-traded instruments—and runs discretionary accounts on behalf of a concentrated client base. Mcmahan Capital Management charges a percentage-of-assets fee and is registered with the SEC as of 2024. It does not identify as an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on equity allocations supported by complementary fixed income, mutual funds and annuity positions. Given the modest size of the client roster, portfolios are likely managed as separate accounts or customized strategies rather than a one-size model portfolio. The firm’s allocation decisions also incorporate alternative exposures — notably real estate, commodities and oil & gas — which appear to be used to diversify return streams and introduce non-correlated sources of return for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices