Michael J.D. Mccall, LLC

Overview

Michael J.D. Mccall, LLC is a small, independent RIA run by Michael J.D. Mccall that acts as a capital allocator for both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and combines financial planning with discretionary portfolio management across individual, small-business and institutional mandates. Service offerings also include selecting sub-advisers and publishing periodic client newsletters, indicating a consultative role that blends hands-on portfolio oversight with manager selection. Investment activity skews toward pooled public vehicles rather than direct-stock concentrated strategies. The firm does not identify as an active ESG investor and operates from a single-state footprint. Its structure as a limited liability company with an individual owner suggests a boutique, advisor-led practice rather than a multi-office enterprise.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices