$427.7M Total AUM
$358.5M Disc. AUM
9.0% 3Y CAGR
6 Employees
126 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Ember horizonMomentum fusion
- Established Date
- 04-03-1997
- Office Locations
- 1
Office Locations
265 Franklin Street Boston MA
About Mccarter Private Wealth Services LLC
McCarter Private Wealth Services provides tax-conscious financial planning, retirement planning, and multi-generational wealth guidance, building goal-oriented portfolios with sub-advisors. The firm serves retail and institutional clients, including entrepreneurs, with an asset-allocation approach that heavily uses ETFs alongside municipal and other fixed income.
Team overview
-- AVG AGE
$427.7M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
10.2 yrs AVG TENURE
6 Employees
1 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Meridian eagle Radial
Client Personas
Signal fusion
Custodian
Value
Investment Themes
Optima glacier
Investment Vehicles
Pioneer optima
Services
Alpha Horizon glacier Harbor Delta
Technology
Timber value Pioneer timber
Owner & Executives
M
MELISSA W FLYNN
Broker, Manager
- CRD
- #6040249
- Ownership
- Less than 5%
(686) 675-8253
signal.oak@bridgecapital.com
in linkedin.com/in/vertex-delta
A
ANN FREEMAN KEITNER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(310) 300-1566
delta.radial@signalcapital.com
in linkedin.com/in/vector-zenith
Showing 2 of 2 owners & executives
Unlock allContacts
M
MARK A NOWAK
Partner
- CRD
- #5877827
(738) 686-7839
matrix.vertex@catalystcapital.com
in linkedin.com/in/pioneer-summit
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $358,473,974 | $2,312,735 |
| Non-Discretionary | $69,246,228 | $1,573,778 |
| Total | $427,720,202 | $2,149,348 |
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Separately Managed Accounts
Total SMA Asset: $427,720,202
Equity - Exchange:
7.7% Municipal Bonds:
7.8% Public Funds:
43.1% Cash:
9.6% Corporate - Investment Grade:
31.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $276,001,545 | 7.7% |
| Municipal Bonds | $279,585,981 | 7.8% |
| Public Funds | $1,544,891,764 | 43.1% |
| Cash | $344,105,822 | 9.6% |
| Corporate - Investment Grade | $1,139,850,536 | 31.8% |
| Total | $3,584,435,648 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK QUANTUM ATLAS | NORTH MERIDIAN | LV09CCIAL | VDJCZ | 5.52% | $41,817,314 |
| BEACON OPTIMA EAGLE | OAK QUANTUM | XNHF731FZ | SYG | 4.45% | $99,485,841 |
| MOMENTUM RADIAL VERTEX | SIGNAL OAK | 24FNJBQ1S | OFZN | 2.12% | $29,977,032 |
| FUSION EAGLE | FUSION HARBOR | CHOVX3A4J | MDUVK | 8.08% | $81,448,392 |
| INSIGHT CREST | RIDGE MOMENTUM | YWF0PPDOD | RLD | 6.56% | $37,912,384 |
| DELTA SIGNAL HARBOR | TIMBER MATRIX | CJLNFPGCG | GBGY | 7.40% | $30,453,793 |
| PIONEER INSIGHT | ALPHA DELTA | NZ1C3RMQU | BFEB | 7.06% | $59,110,700 |
| LEGACY CATALYST VERTEX | OPTIMA PEAK | A5D7QPVTV | IZUG | 6.81% | $25,030,533 |