Overview
- Headquarters
- Carmel, IN
- Total Firm Assets
- $136 million
- Average High-Net-Worth Client Portfolio Size
- $4.2 million
Fee Disclosure
Source: MCMAHAN CAPITAL MANAGEMENT BROCHURE (2025-03-13)
· View brochure text
Latest filing: MCMAHAN CAPITAL MANAGEMENT BROCHURE (2026-03-20)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 1.00% |
| $1,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,250 | 1.12% |
| $5 million | $41,250 | 0.82% |
| $10 million | $66,250 | 0.66% |
| $50 million | $266,250 | 0.53% |
| $100 million | $516,250 | 0.52% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 96.71%
- Number of High-Net-Worth Clients
- 31
- Total Client Accounts
- 43
- Discretionary Accounts
- 43
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 109140
- MCMAHAN CAPITAL MANAGEMENT BROCHURE (2026-03-20) · View brochure text
- MCMAHAN CAPITAL MANAGEMENT BROCHURE (2025-03-13) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗