A complete list of active advisors currently associated with Mcrae Capital Management Inc.

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

McRae Capital Management provides discretionary investment management for separate account clients and includes financial planning as part of its advisory services. As of December 31, 2025, the firm reported managing about $795 million across roughly 820 client accounts, serving individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes fundamental analysis and a long‑term orientation toward high‑quality securities, with strategies tailored to each client’s income requirements, tax considerations, and risk profile. Although MCM generally seeks buy‑and‑hold results, it may employ derivatives and other instruments—such as options, short sales, and margin—when appropriate for separately managed accounts. Distinctive features include the firm’s explicit use of derivatives within client accounts and its reliance on custodial‑provided educational conferences, roundtables, and webinars to support the advisory practice. MCM also does not exercise proxy‑voting authority for clients (clients retain voting responsibility), and an investment committee meets regularly to review accounts and implement portfolio decisions.

To learn more about the advisors currently working at Mcrae Capital Management 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.