Brookline, MA Office

Updated today
May Hill Capital, LLC logo

May Hill Capital, LLC

Team

Firm-wide stats for May Hill Capital, LLC

Total advisors

3

Across 2 offices

Clients per advisor

38 Low

Avg AUM per client

$4,109,839 Very High

HNW client ratio

70% Very High

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.

Based on May Hill Capital, LLC

Expertise

Wealth management Passive / index investing Tax-loss harvesting

Based on May Hill Capital, LLC

Location

Brookline MA

Advisors at this office

1

View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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”)