Macallen Capital

Macallen Capital LLC is a fee-only registered investment adviser founded in February 2026 that provides investment management and financial planning services to individuals and high‑net‑worth clients. The firm offers both ongoing and project‑based financial planning and provides portfolio management on a discretionary or non‑discretionary basis across stocks, bonds, mutual funds, ETFs, options and other derivatives.

The firm says it builds individualized investment policies and asset‑allocation targets through client discussions, combining passive and active strategies and, when appropriate, options strategies for income generation or risk management. Macallen Capital also uses third‑party model marketplaces and outside managers to implement portfolios, accommodates client‑imposed restrictions in writing, and conducts regular (typically quarterly) account reviews.

What is distinctive is that the firm is newly formed and reported $0 in assets under management and no clients as of April 20, 2026, and is organized as an LLC with a formal compliance role rather than operating as a traditional solo practitioner. It maintains institutional relationships with multiple custodians and platforms (including access to Altruist’s Model Marketplace, Schwab’s Model Market Center™, and Fidelity’s advisor platform) and discloses that it does not aggregate or “block” client trades, which differs from many independent peers.