MEGAANNUM CAPITAL, LLC

Overview

Megaannum Capital, LLC is a small, owner-operated investment adviser that focuses on portfolio management for individuals, families and small businesses, as well as for business or institutional accounts. The firm charges fees both as a percentage of assets under management and on an hourly basis, and it operates primarily as a discretionary manager: the firm reports all of its assets as discretionary. It does not identify as an active ESG investor and does not position itself as a multi-state adviser. Investment activity is concentrated in public equities, with a clear preference for exchange-traded instruments. The adviser supplements equity exposure with mutual funds when appropriate but does not list a practice of allocating to external alternative-asset managers. Advisory work appears tailored to individual and family clients rather than large institutional mandates, which aligns with the firm's compact asset base and modest client roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices