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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-1998
- Office Locations
- 1
Office Locations
About Mcrae Capital Management L.l.c.
McRae Capital Management L.L.C. is an owner-led RIA in Ketchum, Idaho serving retail and institutional relationships. The firm provides financial planning and portfolio construction/asset management, including tax and estate planning support. Portfolios are built primarily with ETFs and mutual funds across themes such as asset allocation, emerging markets, real estate, infrastructure and fixed income. Reports via Black Diamond; primary custody at Schwab.
Team overview
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Investment Themes
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Platform
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Owner & Executives
PETER BYRON MCRAE
Chief Compliance Officer, Managing Member, Partner
- CRD
- #848298
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,658,196 | $207,407 |
| Non-Discretionary | $0 | -- |
| Total | $19,658,196 | $207,407 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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