Mcrae Capital Management Inc.
- Regulatory AUM
- $795M
- Discretionary
- $795M
- Clients
- 820
- Avg AUM / client
- $970K
- Accounts
- 820
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 736 | $675M | 85.0% |
| Pension and profit sharing plans | 56 | $47.3M | 5.95% |
| Charitable organizations | 20 | $67.8M | 8.53% |
| Corporations and other businesses | 8 | $4.4M | 0.56% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Roderick Mcrae Iii | Managing Partner/Chief Compliance Officer | CFP CFA | Jan 1997 (30y) | 50% – 75% |
| Peter James Mcrae | Managing Partner | CFP | Mar 2004 (22y) | 50% – 75% |
| Nemeth, Heather, M | Vice President | Oct 2021 (5y) | Less than 5% | |
| William F. Keefe | Registered representative | Jan 2017 (10y) | ||
| Roderick Mcrae | Registered representative | CFA | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $748M (94% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗