TERRY MCDANIEL & COMPANY

Overview

Terry Mcdaniel & Company is a long-established corporate registered investment adviser (SEC-registered since 1985) that provides fee-based portfolio management primarily for individual and family clients and small businesses. The firm runs a predominantly equity-oriented strategy, managing separately managed accounts with a clear preference for exchange-traded equities as the primary vehicle for client portfolios. Compensation is charged as a percentage of assets under management. The adviser operates with a mix of discretionary and non-discretionary mandates, with the bulk of client relationships entrusted to the firm on a discretionary basis. It does not identify as an active ESG investor, is not classified as a multi-state adviser, and has no public profile as a pension consultant or capital allocator. Client types include both high-net-worth individuals/families and select institutional relationships.

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