M
$135.9M Total AUM
$135.9M Disc. AUM
-- 3Y CAGR
2 Employees
43 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta elementSignal alpha +more
- Established Date
- 12-08-1998
- Office Locations
- 1
Office Locations
316 W. Main St. Carmel IN
About Mcmahan Capital Management
McMahan Capital Management is an independent RIA in Carmel, Indiana serving individuals and families with personalized financial planning, capital allocation, investment selection, and discretionary portfolio management. Portfolios are ETF-centric, complemented by cash and public funds, and are custodied primarily at Charles Schwab. The firm also publishes market and planning perspectives and provides an online client portal.
Team overview
30 AVG AGE
$67.9M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
14.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
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Asset Classes
Pathway
Custodian
Legacy ember Frontier momentum
Investment Themes
Capital fusion Timber momentum Momentum vital
Investment Vehicles
Meridian meridian
Services
Oak Meridian Focus Radial Alpha foundation Horizon Bridge Vector wave
Technology
Delta element Timber Atlas
Owner & Executives
JEFF ALAN MCMAHAN
Chief Compliance Officer, Financial Advisor, General Partner, Owner, PRINCIPAL
- CRD
- #1246764
- Ownership
- 75% or more
(740) 309-9929
signal.glacier@summitcapital.com
in linkedin.com/in/summit-summit
Showing 1 of 1 owners & executives
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K
KATIE JO ROSS
--
- CRD
- #6756372
(779) 926-1047
glacier.ember@catalystcapital.com
in linkedin.com/in/ridge-fusion
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,878,250 | $3,159,959 |
| Non-Discretionary | $0 | -- |
| Total | $135,878,250 | $3,159,959 |
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Separately Managed Accounts
Total SMA Asset: $135,878,250
Equity - Exchange:
23.6% Cash:
20.7% Public Funds:
15.8% Corporate - Investment Grade:
20.3% Municipal Bonds:
4.7% U.S. Government/Agency:
14.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,965,327,559 | 23.6% |
| Cash | $1,723,825,444 | 20.7% |
| Public Funds | $1,315,770,145 | 15.8% |
| Corporate - Investment Grade | $1,690,514,807 | 20.3% |
| Municipal Bonds | $391,399,980 | 4.7% |
| U.S. Government/Agency | $1,240,821,213 | 14.9% |
| Total | $8,327,659,148 | 100.0% |