Overview
Assets Under Management: $244 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 43
Average Client Assets: $4 million
Frequently Asked Questions
MCBREARTY CAPITAL MANAGEMENT INC 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 #108972), MCBREARTY CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
MCBREARTY CAPITAL MANAGEMENT INC is headquartered in KNOXVILLE, TN.
MCBREARTY CAPITAL MANAGEMENT INC serves 43 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, MCBREARTY CAPITAL MANAGEMENT INC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MCBREARTY CAPITAL MANAGEMENT INC manages $244 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, MCBREARTY CAPITAL MANAGEMENT INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.02
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 750
Non-Discretionary Accounts: 750
Regulatory Filings
CRD Number: 108972
Last Filing Date: 2025-02-18 00:00:00
Website: https://creeksidecapitalinc.com