Mark Muecke Capital Management, LLC

The firm is an independent, single-advisor registered investment adviser that provides portfolio management and financial planning services to individuals, high net worth clients, trusts and estates, as well as small businesses and corporate pension and profit-sharing plans. Services emphasize asset management and business and retirement planning, and the firm does not impose a minimum account balance.

The adviser builds custom portfolios using fundamental, technical and charting analyses, meeting with clients to document financial circumstances, goals and risk tolerance and conducting quarterly and annual reviews to monitor and rebalance accounts. Fees are assessed as a function of assets under management, and the firm manages accounts on both discretionary and non‑discretionary bases depending on the client’s engagement.

What is distinctive is that the majority of the firm’s advisory relationships are non‑discretionary: as of December 31, 2025 the firm reported $70.6 million advised on a non‑discretionary basis versus $48.3 million managed discretionary, and it explicitly serves corporate and pension/profit‑sharing plan clients alongside individual and trust clients. The combination of a solo adviser model with a clear focus on business and retirement planning for corporate and plan sponsors, plus no account minimum, differentiates its client mix from many peers.