Overview
Assets Under Management: $871 million
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 133
Average Client Assets: $5.4 million
Frequently Asked Questions
M CAPITAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107560), M CAPITAL ADVISORS is subject to fiduciary duty under federal law.
M CAPITAL ADVISORS is headquartered in NASHVILLE, TN.
M CAPITAL ADVISORS serves 133 high-net-worth clients according to their SEC filing dated May 01, 2023. View client details ↓
According to their SEC Form ADV, M CAPITAL ADVISORS offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
M CAPITAL ADVISORS manages $871 million in client assets according to their SEC filing dated May 01, 2023.
According to their SEC Form ADV, M CAPITAL ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.10%
Average Client Assets: $5.4 million
Total Client Accounts: 516
Discretionary Accounts: 514
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 107560
Filing ID: 1759108
Last Filing Date: 2023-05-01 11:03:00