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McIntosh Capital Advisors, Inc.

Updated today

Client AUM

$56,414,188

Clients

78

Advisors

3

of 3 employees

About

McIntosh Capital Advisors is a small, supported registered investment adviser that serves individual clients — including high‑net‑worth households — as well as corporations and small businesses. The firm offers comprehensive and modular financial planning, discretionary portfolio management delivered through a wrap fee program, investment real estate analysis, and one‑time or ongoing consultation services.

The firm emphasizes disciplined asset allocation, preferring a primarily passive strategy (index funds, ETFs, no‑load mutual funds) combined with targeted active allocations and sector or security tilts informed by fundamental, technical/charting, and cyclical analysis. Portfolios are monitored and rebalanced as needed, with at least quarterly performance reporting and periodic reviews; the firm also uses instruments such as interval funds when appropriate.

Distinctive features noted in the brochure include operating portfolio management exclusively through a wrap fee program (all Program clients use LPL Financial as custodian and the firm does not offer a non‑wrap alternative) and reporting approximately $56.6 million in discretionary wrap assets as of January 6, 2026. The firm also discloses that one of its investment adviser representatives provides tax preparation services as an Enrolled Agent in a separate capacity and that the firm receives hourly engagements from ComPsych for financial planning provided to military beneficiaries and one‑hour consultations for corporate employees.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.) Passive / index investing

Occupation focus

Retired Founder/Business Owner

Demographic focus

Mid-Career Professionals

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Fee options

Fixed

Fixed fees for financial planning services ranging from $2,500 to $14,000 for comprehensive plans and $750 to $5,000 for modular plans.

Project-based

$275 per hour for consultation, investment advice and real estate analysis services; additional hourly rate applies if services exceed original agreement.

Other

Fee-only: Financial planning fees typically range from $2,500 to $14,000 for comprehensive plans and $750 to $5,000 for modular plans; consultation fees at $275/hour; investment advice and real estate analysis services billed at $275/hour with quotes provided in advance.

Main office

2566 Overland Ave., Suite 695

Los Angeles CA 90064-5602

Advisors at this office

3

Most active in

California · Texas

Also doing business as

Mcintosh Capital Advisors, Inc. · Mcintosh Capital Advisors, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jinfeng S

CFP®, Series 65

Los Angeles, CA

McIntosh Capital Advisors, Inc.

Jinfeng Su is a CFP® with nine years of industry experience, currently serving as an advisor at McIntosh Capital Advisors, Inc. in Los Angeles, CA. Prior to joining McIntosh Capital Advisors in 2017, Su worked at Sterling Bank & Trust and American Income Life Insurance Company. In addition to advisory services, Su holds an Enrolled Agent credential and provides tax preparation services. McIntosh Capital Advisors is a small, supported registered investment adviser serving individual clients, including high-net-worth households, as well as corporations and small businesses. The firm employs a disciplined asset allocation approach combining primarily passive investments with targeted active strategies and manages portfolios through a wrap fee program.

College savings (529s, UTMA, etc.) Passive / index investing Retired Founder/Business Owner Mid-Career Professionals
user avatar

Alfred M

CFP®, Series 63

Los Angeles, CA

McIntosh Capital Advisors, Inc.

Alfred Mcintosh is a CFP® and Series 63 licensed advisor with 21 years of industry experience. He has been with McIntosh Capital Advisors, Inc. since 1996. McIntosh Capital Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm uses a primarily passive investment approach with ETFs and no-load mutual funds, complemented by selected active securities, managing approximately $45.3 million in assets across about 90 client relationships.

College savings (529s, UTMA, etc.) Passive / index investing Retired Founder/Business Owner Mid-Career Professionals
user avatar

Richard P

Series 65

Los Angeles, CA

McIntosh Capital Advisors, Inc.

Richard Peristere is a Series 65-licensed advisor at McIntosh Capital Advisors, Inc. in Los Angeles, CA, with one year of industry experience. Prior to joining McIntosh Capital Advisors, he worked at Zoic, Inc. and Hyperloop One. McIntosh Capital Advisors is a small registered investment adviser serving individual clients, high-net-worth households, corporations, and small businesses. The firm focuses on disciplined asset allocation using primarily passive strategies coupled with targeted active approaches, managing portfolios exclusively through a wrap fee program.

College savings (529s, UTMA, etc.) Passive / index investing Retired Founder/Business Owner Mid-Career Professionals
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