Mackhouse Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MackHouse Capital provides discretionary investment management and financial planning primarily for individual clients and also offers services to trusts, estates, pension and profit-sharing plans and other entities. The firm is a fee-only registered investment adviser that provides portfolio management and advice on individual stocks and bonds, mutual funds, ETFs and limited partnerships.
The firm follows an asset-allocation-driven process that begins with a client-specific Investment Policy Statement and uses research tools such as Morningstar Principia to select securities and implement portfolio allocations. MackHouse emphasizes diversification, periodic portfolio reviews, written quarterly reporting, and conducts trading and custody activity through established custodial arrangements.
What distinguishes MackHouse from many peers is its small scale and client mix: it manages a limited number of discretionary accounts for primarily non–high-net-worth individuals, rather than focusing on HNW clients. The firm also maintains a strict fee-only model (no commissions or product sales), typically requires use of a designated custodian for client accounts, and has documented proxy-voting and personal-trading policies.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$150 per hour for financial planning and other hourly consulting services.
Account minimum: $50,000 Fee-only: Fee-only registered investment advisory firm; no commissions accepted.
Main office
See office1400 Main Street, #199
Clarksville IN 47129
Advisors at this office
1
Offices (2)
Most active in
Indiana · Kentucky
Also doing business as
Investment Advisory Firm · Mackhouse Capital · Mackhouse Capital, LLC · Mackhouse, 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
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