A complete list of active advisors currently associated with McTaggart Capital, LLC
Warmer can help you find a great advisor at McTaggart Capital, LLC or one who fits your needs even better.
The firm provides discretionary investment advisory and portfolio management services to individual and family clients, typically accepting accounts with a $10,000 minimum. Services cover taxable and IRA accounts, using ETFs and individual securities, and the firm offers tax‑loss harvesting for larger taxable accounts. Portfolios are customized to clients’ risk tolerance and generally blend growth, value, and income exposures with a buy‑and‑hold emphasis on well‑performing companies rather than market timing. The adviser uses ETFs to represent asset classes, applies tax‑loss harvesting often at the individual‑stock level, conducts at least quarterly reviews, and delivers an annual written performance report while clients retain custody with third‑party custodians and access accounts online. The firm is a very small, single‑advisor practice with roughly 15 clients and about $2.07 million in discretionary assets, a scale that typically produces concentrated client relationships and limited internal resources compared with larger peers. Its principal holds accounting and management credentials (CPA, CMA, MBA, Series 65) and also reports being a part‑owner of a construction business that occupies 40–50 hours per week, a substantial outside business commitment that is uncommon for firms of this size and may be relevant to prospective clients assessing capacity and potential conflicts.
To learn more about the advisors currently working at McTaggart 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.
Name |
Location |
Years of experience |
|---|---|---|
Omaha, NE
| 7
|
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