M Capital Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,967,796
Clients
61
Advisors
2
of 2 employees
About
M Capital Wealth Management, LLC serves individuals, corporations, trusts, estates, charitable organizations and retirement plans, managing roughly $49.6 million across about 61 client relationships with a two-advisor team. The firm offers discretionary portfolio management, general consulting and retirement plan advisory services, and will act as an ERISA fiduciary in both non‑discretionary (3(21)) and discretionary (3(38)) roles when retained.
At the outset of each engagement the firm develops a Financial Profile and individualized Investment Plan and implements those plans using mutual funds, individual stocks, individual bonds and occasional ETFs, drawing on fundamental, charting, technical and cyclical analysis. Accounts are typically managed on a discretionary basis with periodic (at least quarterly) reviews, custody is generally recommended at an institutional custodian, and advisory fees are asset‑based and billed on a regular cadence.
Distinctive aspects disclosed in the Brochure include a relationship with a related family investment office and the potential for introductions to private investments in which that office has also invested, with related conflicts and pre‑clearance procedures described in the firm’s policies. The firm also notes the use of client testimonials in its advertising and that it accepts other investment‑adviser clients — practices that are uncommon among similarly supported advisory firms.
Client services
Expertise
Fee options
$0 - $4,000,000: 1.50% $4,000,001+: 0.75%
Account minimum: $500,000
Main office
901 Chesterfield Highway, Suite B
Cheraw SC 29520
Advisors at this office
2
Most active in
South Carolina
Also doing business as
M Capital Group LLC · M Capital Wealth Management, LLC
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
Advisors at this firm
Ashley D
Series 66
Cheraw, SC
M Capital Wealth Management, LLC
Ashley Driggers is a financial advisor at M Capital Wealth Management, LLC with 17 years of industry experience. She has been with M Capital Wealth Management since 2010 and previously worked at Edward Jones from 2007 to 2009. Driggers holds a Series 66 designation. M Capital Wealth Management serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans, managing approximately $49.6 million across about 61 client relationships. The firm provides discretionary portfolio management, consulting, and retirement plan advisory services, developing individualized investment plans using a variety of securities and analysis methods, typically managing accounts on a discretionary basis.
Susan M
Series 63, Series 65, Series 66
Cheraw, SC
M Capital Wealth Management, LLC
Susan Malloy is a financial advisor with M Capital Wealth Management, LLC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. She has been with M Capital Wealth Management since 2010. Outside of her advisory role, she serves as corporate secretary for Malloy & Company, attending quarterly board meetings. M Capital Wealth Management provides discretionary portfolio management and financial consulting services to individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $44.7 million in discretionary assets and offers retirement-plan advisory services, including acting as an ERISA fiduciary when retained.
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