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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-09-1998
- Office Locations
- 1
Office Locations
About Mcmahon Capital Management
McMahan Capital Management is an independent RIA in Carmel, Indiana, serving individuals and families with personalized investment planning, capital allocation, investment selection, and portfolio management. In its SMA portfolios, assets are primarily allocated to ETFs, with exposure to U.S. government/agency bonds and cash. The firm also publishes market and financial planning perspectives and provides a client portal.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 3 clients, or 3 clients per representative. That equates to $732.5K in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Services
- Technology
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The full Mcmahon Capital Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Easton Tompers MCMAHON
Research Analyst
- CRD
- #2790041
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,197,573 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,197,573 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Mcmahon Capital Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.