A complete list of active advisors currently associated with May Hill Capital, LLC
Warmer can help you find a great advisor at May Hill Capital, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at May Hill Capital, LLC, 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.
You can also browse May Hill Capital, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Brookline, MA
| 10
| |
Cohasset, MA
| 10
| |
Cohasset, MA
| 2
|
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