JMcMahan LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JMcMahan, LLC serves individual clients — including high‑net‑worth and qualified investors — offering discretionary asset management alongside financial planning and consulting. As a single‑advisor firm with a very small client base and modest assets under management, it delivers ongoing, direct portfolio management relationships.
The firm uses a mix of fundamental and technical analysis and implements strategies that include option positions, put overlays on dividend-producing stocks, stop-loss limits, and short-term technical trading based on moving averages. It also employs margin/borrowing within managed accounts and makes performance‑based fee arrangements available to qualified clients under a high‑water‑mark structure.
Noteworthy features for a firm of this size include the combination of options and leverage in client portfolios together with a performance‑fee program, which is uncommon among independent solo advisers. The principal spends a substantial portion of time on a separate engineering contracting business, and the firm does not vote proxies for clients, leaving proxy voting to the account holders.
Client services
Expertise
Fee options
Up to $15,000 fixed annual fee for ongoing financial planning, paid monthly in advance; $85 flat monthly fee for performance-based fee accounts
$0 - $50,000: 3.00% annually $50,000.01 - $100,000: 2.75% annually $100,000.01 - $250,000: 2.50% annually $250,000.01 - $500,000: 2.00% annually $500,000.01 - $750,000: 1.50% annually $1,000,000.01+: 1.25% annually
$75 per hour for financial consulting services
20% of annual portfolio gains above high water mark, charged annually in arrears plus $85 monthly flat fee
Account minimum: $50,000 (for Performance Based Fee accounts, may be lowered or waived)
Main office
College Station TX
Advisors at this office
1
Most active in
Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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