A complete list of active advisors currently associated with McIntosh Capital Advisors, Inc.

Warmer can help you find a great advisor at McIntosh Capital Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at McIntosh Capital Advisors, Inc., 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.