Mcrae Capital Management L.L.C.

Overview

Mcrae Capital Management L.L.C. is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small-business owners, charging fees based on a percentage of assets under management. Investment activity is concentrated in pooled public funds rather than acting as a multi-manager allocator or launching proprietary funds. The firm reports discretionary authority over client portfolios and does not identify itself as an active ESG investor, pension consultant, or multi-state adviser. The adviser’s stated business activities center on straightforward wealth-management services: personalized planning and portfolio oversight for a relatively small client base. That positioning suggests a boutique operating model emphasizing centralized decision-making and implementation through mutual funds and other public fund vehicles rather than bespoke private placements or complex alternative structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices