Megaannum Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Megaannum Capital, LLC provides discretionary portfolio management primarily to individual investors and charitable organizations through a small team and a limited client base. The firm works directly with each client to develop an Investment Policy Statement and delivers ongoing monitoring and portfolio construction tailored to client objectives and risk tolerances.
The firm concentrates on selecting undervalued stocks and limits its investable universe to equities, debt, and options, using a mix of macroeconomic research, fundamental and technical analysis, and company interviews to form investment views. Portfolios are managed on a discretionary basis with block trade execution and regular reviews tied to the client’s documented time horizon and risk profile.
Noteworthy characteristics for a firm of this size include reliance on Interactive Brokers’ institutional platform and related technology and services (disclosed by the firm as providing benefits that could be viewed as “soft dollars”), and an explicit proxy policy under which the adviser will not vote client proxies. The firm also disclosed a 2023 regulatory consent order relating to policies for inverse and leveraged ETFs and that its principal maintains part‑time outside work, both of which are disclosure items less commonly seen among similar advisers.
Client services
Expertise
Fee options
2% per year, billed quarterly in advance
Account minimum: $100,000 Fee-only: Fee-only advisor, no commissions received
Main office
341 E. Lancaster Ave
Downingtown PA 19335
Advisors at this office
2
Most active in
Pennsylvania
Also doing business as
Mascherino, Philip Michael · Megaannum Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Karen P
Series 63, Series 65
Downingtown, PA
Megaannum Capital, LLC
Karen Principe is a financial advisor at Megaannum Capital, LLC with two years of industry experience. She has held her current role since 2021 and previously worked at Vanguard Marketing Corporation for 27 years. Outside of her advisory work, she provides insurance services remotely through Mascherino Financial Group LLC on a part-time basis. Megaannum Capital, LLC offers discretionary portfolio management services primarily to individual investors and charitable organizations. The firm emphasizes identifying undervalued stocks through macroeconomic research, fundamental and technical analysis, and company interviews, while focusing on risk limitation and capital preservation.
Philip M
Series 63, Series 65
Downingtown, PA
Megaannum Capital, LLC
Philip Mascherino is a financial advisor at Megaannum Capital, LLC with 11 years of industry experience. He has worked at Mascherino Financial Group since 2016 and at Anthony J. Mascherino, CPA since 2009. In addition to his advisory roles, he provides insurance services through Mascherino Financial Group and performs general office work for Anthony J. Mascherino. Megaannum Capital, LLC offers discretionary portfolio management primarily to individual investors and charitable organizations. The firm focuses on aligning portfolios with clients’ goals, time horizons, and risk tolerance through Investment Policy Statements and emphasizes identifying undervalued stocks using macroeconomic, fundamental, and technical analysis.
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