$47.8M Total AUM
$47.8M Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Meridian frontier
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
-- Aurora CO
About MC Financial Management, Inc.
MC Financial Management, Inc. is a boutique RIA providing personalized investment management and planning for individuals and business owners, with a strong focus on retirees and pre-retirees. Services span retirement, estate, tax, college, and 401(k) planning. Portfolios are implemented primarily with ETFs and listed equities, with custody through Charles Schwab and Fidelity/NFS.
Team overview
56 AVG AGE
$23.9M AVG AUM / ADVISOR
$885.0K AVG AUM / CLIENT
14.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
Upgrade to reveal position-level detail across prime vital.
Upgrade to reveal position-level detail across meridian zenith.
Request access to benchmark trends tied to glacier.
Premium access reveals conviction themes in catalyst pioneer prime.
Upgrade to reveal position-level detail across zenith radial.
Open the full profile to inspect shifts in bridge signal.
Unlock to compare peer behavior around atlas vector.
See the complete signal summary connected to vital glacier.
Asset Classes
Optima value Glacier focus Peak matrix
Client Personas
Oak
Custodian
Unison Horizon Fusion North radial Element
Investment Themes
Alpha Value pathway North capital Horizon atlas
Investment Vehicles
Glacier
Services
Focus value Atlas beacon Optima Harbor unison Vertex summit Optima focus Vector Prime glacier Alpha
Technology
North
Owner & Executives
M
MARTIN CHEDID
President
- CRD
- #1442286
- Ownership
- 75% or more
(889) 669-6169
unison.element@northcapital.com
in linkedin.com/in/north-capital
Showing 1 of 1 owners & executives
Unlock allContacts
M
MATTHEW MARTIN CHEDID
--
- CRD
- #7403279
(435) 935-1261
vertex.meridian@eaglecapital.com
in linkedin.com/in/peak-crest
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,790,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,790,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $47,790,000
Equity - Exchange:
14.7% Equity - OTC:
38.4% Cash:
46.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $184,730,109 | 14.7% |
| Equity - OTC | $482,560,284 | 38.4% |
| Cash | $589,377,012 | 46.9% |
| Total | $1,256,667,405 | 100.0% |