Overview
Assets Under Management: $816 million
Headquarters: MORRISTOWN, NJ
High-Net-Worth Clients: 751
Average Client Assets: $907,858
Frequently Asked Questions
MCRAE 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 #104567), MCRAE CAPITAL MANAGEMENT INC. is subject to fiduciary duty under federal law.
MCRAE CAPITAL MANAGEMENT INC. is headquartered in MORRISTOWN, NJ.
MCRAE CAPITAL MANAGEMENT INC. serves 751 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, MCRAE CAPITAL MANAGEMENT INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
MCRAE CAPITAL MANAGEMENT INC. manages $816 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, MCRAE CAPITAL MANAGEMENT INC. 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 751
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.58
Average High-Net-Worth Client Assets: $907,858
Total Client Accounts: 842
Discretionary Accounts: 842
Regulatory Filings
CRD Number: 104567
Last Filing Date: 2025-03-04 00:00:00
Website: https://mcraecapital.com