$795.0M Total AUM
$795.0M Disc. AUM
10.8% 3Y CAGR
8 Employees
820 ADV. Clients
45 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Bridge
- Established Date
- 01-08-1981
- Office Locations
- 1
Office Locations
230 Madison Avenue Morristown NJ
About Mcrae Capital Management Inc.
McRae Capital Management is a Morristown, NJ registered investment adviser serving retail and institutional clients with discretionary portfolio management and financial planning (retirement, tax/estate, 529 and insurance). Portfolios are built with a strong ETF orientation alongside fixed income and cash allocations. The firm operates on the Black Diamond platform and primarily custodians with Fidelity/NFS.
Team overview
57 AVG AGE
$159.0M AVG AUM / ADVISOR
$969.5K AVG AUM / CLIENT
16.8 yrs AVG TENURE
8 Employees
5 Advisory Reps
0 RIA Reps
45yrs Firm Age
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Asset Classes
Vital Signal Value capital Pioneer
Custodian
Element Alpha frontier North quantum Matrix Quantum pathway Glacier Fusion Zenith
Investment Themes
Wave Pathway
Investment Vehicles
Bridge
Platform
Focus horizon
Services
Vital fusion Radial horizon Zenith Beacon Bridge Legacy frontier Pioneer North wave Quantum Harbor Legacy wave Vital Peak
Technology
Eagle
Owner & Executives
PETER JAMES MCRAE
Managing Partner, Partner
- CRD
- #4590393
- Ownership
- 50% but less than 75%
(242) 255-4860
legacy.alpha@radialcapital.com
in linkedin.com/in/peak-atlas
RODERICK MCRAE III
Chief Compliance Officer, Managing Partner
- CRD
- #2380531
- Ownership
- 50% but less than 75%
(917) 635-9086
vector.eagle@valuecapital.com
in linkedin.com/in/glacier-horizon
I
Insight eagle
Legacy atlas crest
- CRD
- #71415
- Ownership
- 9.3%
(904) 490-1813
frontier.ridge@frontiercapital.com
in linkedin.com/in/delta-focus
Showing 2 of 3 owners & executives
Unlock allContacts
WILLIAM F. KEEFE
Investment Advisor
- CRD
- #5490653
(381) 252-1775
fusion.ember@crestcapital.com
in linkedin.com/in/optima-momentum
R
RODERICK MCRAE JR.
Partner
- CRD
- #2267938
(856) 223-4868
ember.pioneer@zenithcapital.com
in linkedin.com/in/vertex-vertex
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $795,025,614 | $969,543 |
| Non-Discretionary | $0 | -- |
| Total | $795,025,614 | $969,543 |
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Separately Managed Accounts
Total SMA Asset: $795,025,614
Equity - Exchange:
8.4% Corporate - Investment Grade:
5.5% U.S. Government/Agency:
25.9% Cash:
26.0% Public Funds:
10.0% Municipal Bonds:
24.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $521,178,960 | 8.4% |
| Corporate - Investment Grade | $341,248,129 | 5.5% |
| U.S. Government/Agency | $1,606,968,461 | 25.9% |
| Cash | $1,613,172,973 | 26.0% |
| Public Funds | $620,451,143 | 10.0% |
| Municipal Bonds | $1,501,491,768 | 24.2% |
| Total | $6,204,511,434 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX LEGACY | HORIZON ZENITH | 3HI8MRH6E | RQVLX | 5.24% | $8,059,881 |
| ELEMENT ALPHA BRIDGE | HORIZON PEAK | 7CIQORFB8 | OCTX | 5.54% | $55,110,496 |
| VERTEX PRIME FRONTIER | FOCUS ELEMENT | 9PSB88EE4 | LHMI | 11.75% | $96,335,768 |
| FOUNDATION RIDGE | WAVE FOUNDATION | VO87ZU4EA | MADE | 12.30% | $67,490,678 |
| VECTOR SIGNAL | VECTOR GLACIER | B23LXVCT9 | VOWT | 11.27% | $105,723,114 |
| PEAK CREST GLACIER | ATLAS SIGNAL | EPAECQ836 | OCI | 2.46% | $57,764,230 |
| HARBOR SUMMIT | ZENITH INSIGHT | Y15EAXC4X | XDEP | 7.21% | $102,158,715 |
| CATALYST BEACON MERIDIAN | FOCUS RIDGE | YG3ZVOH0D | UQVWC | 10.21% | $34,559,026 |