Macallen Capital

Macallen Capital provides investment management and comprehensive financial planning to individuals and high‑net‑worth clients, addressing topics such as retirement planning, tax strategies, estate planning, charitable giving, and incapacity planning. The firm is fee‑only, was formed and registered in 2026, and reported $0 in discretionary and non‑discretionary assets under management as of April 20, 2026.

The adviser blends passive and active approaches under a modern portfolio theory framework, using fundamental and technical analysis to build diversified portfolios and, where appropriate, employing options strategies for income generation and risk management. It also uses model solutions and outside managers — including participation in Altruist’s Model Marketplace and Schwab’s Model Market Center — and can manage accounts on a discretionary or non‑discretionary basis while accommodating reasonable client‑imposed restrictions.

Distinctive for a newly formed, single‑advisor LLC, the firm maintains institutional platform relationships with multiple custodians (Schwab, Altruist, and Fidelity) and offers access to third‑party model marketplaces despite having no clients or AUM at the time of the brochure. The firm operates on a fee‑only basis, does not accept commissions, does not aggregate or block trades for multiple client accounts, and does not take custody of client assets.