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- Custodian
- Capital Group · Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- PeakElement glacier +more
- Established Date
- 12-17-2010
- Office Locations
- 1
Office Locations
About M Capital Wealth Management, LLC
M Capital is a fee-only wealth manager providing proprietary investment management and planning for charitable organizations and foundations, closely held businesses, and high net worth families and entrepreneurs. The firm builds customized portfolios using sophisticated asset-management technology and robust cybersecurity, with custody through Charles Schwab. Notably, its fixed-income process draws from a daily inventory of 30,000+ bond issues and proprietary asset allocation tailored for nonprofits.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SUSAN WALKER MALLOY
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member, President
- CRD
- #1659187
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ASHLEY MALLOY DRIGGERS
President
- CRD
- #4636949
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,562,116 | $790,948 |
| Non-Discretionary | $0 | -- |
| Total | $49,562,116 | $790,948 |
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Separately Managed Accounts
Total SMA Asset: $49,562,116
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,110,978,664 | 24.4% |
| Equity - Exchange | $1,320,425,462 | 29.0% |
| Cash | $742,170,173 | 16.3% |
| Municipal Bonds | $1,379,616,948 | 30.3% |
| Total | $4,553,191,247 | 100.0% |