$40.6M Total AUM
$40.6M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-03-2021
- Office Locations
- 1
Office Locations
125 High Rock Avenue Suite 205 Saratoga Springs NY
About Mcneill Capital, LLC
McNeill Capital is an independent OCIO and wealth management firm providing institutional-style investment oversight for families, business owners, and private investors. The firm advises closely held businesses on strategic corporate capital and provides private equity and real estate asset management, including guidance around business or real estate transitions. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$40.6M AVG AUM / ADVISOR
$507.7K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ADAM DAVID MC NEILL
Chief Compliance Officer, President
- CRD
- #4761522
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,619,424 | $398,230 |
| Non-Discretionary | $0 | -- |
| Total | $40,619,424 | $398,230 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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