A complete list of active advisors currently associated with Macallen Capital

Warmer can help you find a great advisor at Macallen Capital or one who fits your needs even better.

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.

To learn more about the advisors currently working at Macallen Capital, 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.