MCNEILL CAPITAL, LLC

Overview

Mcneill Capital, LLC is an independent registered investment adviser operating as a limited liability company and owner-managed. The firm markets itself to individuals and families, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of other advisers. Its fee model is multi-part: a percentage of AUM plus the ability to charge hourly, fixed fees and other fee arrangements. Investment activity shows a clear equity emphasis: the firm reports a preference for equities and runs a concentrated allocation to exchange-traded equities. Mcneill Capital acts as a capital allocator, using outside managers and third-party alternative fund managers where appropriate rather than relying solely on off-the-shelf products. The firm is not designated as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices