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M. Capital Advisors
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M. Capital Advisors Share
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Overview Share
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Nashville, Tennessee
$707.7 million AUM
3 offices

M. Capital Advisors is based in Nashville, Tennessee and has $707.7 million in assets under management.

Location
104 Woodmont Boulevard
Suite 320
Nashville, TN 37205
$707.7 million
AUM
11
Employees
AUM Share
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$707,729,953
Assets under management
562 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 382 $122,604,161 17% $320,953
High net worth individuals 152 $485,077,774 69% $3,191,301
Pension and profit sharing plans 8 $39,565,264 6% $4,945,658
Charitable organizations 12 $50,488,623 7% $4,207,385
Other corporations or businesses 6 $6,238,990 1% $1,039,832
Employees Share
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11
Employees
5
Investment analysts
45% of total employees
AUM per employee Share
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$707,729,953
Assets under management
$64,339,087
AUM per employee
$141,545,991
AUM per investment analyst
About Share
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Compensation

M. Capital Advisors makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

M. Capital Advisors provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 107,560
SEC number 801-43315
Legal structure Corporation
Legal governance Tennessee, United States
Latest ADV filing date May 18, 2020

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