May Hill Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
May Hill Capital provides discretionary and non-discretionary wealth management, investment management, and financial planning to individuals, high‑net‑worth clients, trusts, estates, endowments, and businesses. The firm reports $548,601,789 in assets under management across about 113 client relationships and typically charges percentage‑of‑AUM advisory fees, while also maintaining a stated relationship minimum of $1,000,000 and a minimum annual fee of $15,000.
The firm constructs customized portfolios largely using individual equities and ETFs with a primarily long‑term orientation, employing both fundamental and technical analysis and periodic rebalancing. May Hill may also allocate portions of portfolios to unaffiliated Independent Managers or introduce a securities‑based lending solution through SyntheticFi, with the advisor providing ongoing oversight and due diligence for those arrangements.
Compared with many peers, May Hill operates with a relatively small advisory staff while managing assets above $500 million and is a recently formed advisor (organizing in 2023 and registering in 2024), which reflects an atypically rapid accumulation of AUM. The firm’s principals bring non‑investment professional backgrounds (including tax preparation services and a licensed attorney) and the advisor discloses institutional relationships with custodians that provided platform and launch support, as well as offering high‑end standalone planning engagements on a fixed‑fee basis.
Client services
Expertise
Fee options
Fixed annual fee for standalone financial planning services up to $100,000, fees negotiable based on complexity
0.30% to 0.90% annually, based on factors including scope and complexity of services, asset level, and overall relationship
Account minimum: $1,000,000 Minimum fee: $15,000 minimum annual fee, which may be reduced or waived at the Advisor's discretion Fee-only: Wealth management fees based on AUM; fixed annual fees for standalone financial planning up to $100,000, negotiable
Main office
See office132 Chief Justice Cushing Highway, Unit #70
Cohasset MA 02025
Advisors at this office
2
Offices (2)
Most active in
Florida · Massachusetts · New Hampshire · New York · Texas · Virginia
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.
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