Indianapolis, IN Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mackhouse Capital
Supported
Firm-wide stats for Mackhouse Capital
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.
Based on Mackhouse Capital
Location
Indianapolis IN
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)