Montchanin Asset Management, LLC
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About
Montchanin Asset Management provides separate‑account investment management to individuals, families, trusts, charitable organizations and small businesses, with a client base that includes high‑net‑worth households as well as non‑HNW individual accounts. The firm focuses on active management of primarily U.S. large‑cap equities and does not use mutual funds, pooled products, or outside sub‑advisors in its strategies.
Investment decisions are made through a proprietary, fundamental bottom‑up process (about 80% company‑level analysis and 20% top‑down macro/technical input) and a core style that blends growth and value. Portfolios are relatively concentrated—typically 20–35 stocks—managed under full discretionary authority with a low‑turnover, long‑term orientation and routine, in‑depth weekly account reviews.
Noteworthy distinctions include managing exclusively separate accounts with 100% discretionary relationships and portfolio managers who invest personal capital alongside clients while giving client trades priority. The firm also uses proprietary research obtained via broker arrangements (while also paying for third‑party research with firm capital), applies research uniformly across client accounts, and maintains a low client‑to‑portfolio‑manager ratio that supports detailed oversight.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.85% $4,000,001+: 0.75%
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee Fee-only: Annual management fee based on percentage of assets under management
Main office
10 West Rockland Road
Montchanin DE 19710
Advisors at this office
2
Most active in
Delaware · Pennsylvania
Disclosures
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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.
Advisors at this firm
Douglas M
Series 65
Montchanin, DE
Montchanin Asset Management, LLC
Douglas Mccoy is a financial advisor at Montchanin Asset Management, LLC, holding a Series 65 designation with nine years of industry experience. He previously worked at Bell Rock Capital, LLC from 2017 to 2019 and has been with Montchanin Asset Management since 2001. Outside of his advisory role, he serves as Vice President and Limited Partner at Across The Tracks, Inc., overseeing leasing and management of office and retail space. Montchanin Asset Management provides separate-account investment management to individuals, families, trusts, charitable organizations, and small businesses. The firm focuses on active management of primarily U.S. large-cap equities using a proprietary bottom-up fundamental process, managing concentrated, discretionary portfolios with a low turnover and a blend of growth and value styles.
Douglas M
Series 65
Montchanin, DE
Montchanin Asset Management, LLC
Douglas Mc Coy Jr. is a financial advisor at Montchanin Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Montchanin, he worked at Summit Rock Advisors, Deloitte, and held positions at Duke University and Furman University. Montchanin Asset Management provides separate-account investment management to a diverse client base including individuals, families, trusts, charitable organizations, and small businesses. The firm employs a proprietary, fundamental bottom-up process focused on active management of primarily U.S. large-cap equities, managing concentrated portfolios with a blend of growth and value styles under full discretionary authority.
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