M
$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
28 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-09-1998
- Office Locations
- 1
Office Locations
-- NEW York NY
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.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
$732.5K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
28yrs Firm Age
Insights
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Custodian
Available
Services
Available
Technology
Available
Owner & Executives
E
Easton Tompers MCMAHON
Research Analyst
- CRD
- #2790041
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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