M
$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
7 yrs Firm Age
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- Custodian
- Etrade ยท Interactive Brokers
- Clients
- Retail
- Platforms
- OptimaHarbor frontier +more
- Established Date
- 01-15-2019
- Office Locations
- 1
Office Locations
-- Omaha NE
About Mctaggart Capital, LLC
McTaggart Capital, LLC is a Nebraska-registered investment adviser serving individuals and families statewide from Omaha. The firm is led by principal Joe McTaggart (MBA; CPA, CMA, CFE) with 15+ years in financial analysis. Portfolios are implemented via ETF-based separately managed accounts, with custody through Interactive Brokers.
Team overview
41 AVG AGE
$2.1M AVG AUM / ADVISOR
$138.2K AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Momentum vital
Custodian
Atlas legacy
Investment Vehicles
Pioneer
Services
Delta ember Wave eagle
Technology
Matrix Ember alpha Ridge
Owner & Executives
JOSEPH WILLIAM MCTAGGART
Investment Advisor, PRINCIPAL
- CRD
- #4485786
- Ownership
- 75% or more
(500) 536-5615
quantum.zenith@meridiancapital.com
in linkedin.com/in/atlas-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,073,496 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,073,496 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,073,496
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,530,885,602 | 100.0% |
| Total | $7,530,885,602 | 100.0% |