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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-27-2011
- Office Locations
- 3
Office Locations
About M1 Capital Management LLC
M1 Capital Management is an RIA serving individuals and families with consultative financial, retirement, investment, tax and insurance planning. The firm builds personalized, diversified portfolios with an emphasis on ETFs and fixed income (including U.S. government/agency bonds) and supports socially responsible investing where appropriate. Uses Nitrogen (Riskalyze) for risk profiling and custodies with Schwab.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
PAUL REED DUNBAR
Partner
- CRD
- #1852737
- Ownership
- 50% but less than 75%
RYAN L MALLOCH
PARTNER
- CRD
- #4017541
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DOUGLAS ANDERS COOK
Financial Advisor, General Partner
- CRD
- #5880237
Antonio DeSano
Financial Advisor
- CRD
- #5910283
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $450,372,440 | $441,542 |
| Non-Discretionary | $0 | -- |
| Total | $450,372,440 | $441,542 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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