A complete list of active advisors currently associated with M Capital Wealth Management, LLC

Warmer can help you find a great advisor at M Capital Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at M Capital Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.