Advisor at Mauro Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mauro Capital Management, Inc.
Location
Valencia, PA
Credentials
Series 63
Industry experience
32 years
John Mauro is the principal and sole advisor at Mauro Capital Management, Inc. in Valencia, PA. He holds a Series 63 designation and has 32 years of industry experience, having founded his firm in 1990. Mauro Capital Management provides personalized investment management, financial planning, and tax-related services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm combines active portfolio management with in-house tax planning and tax return preparation, leveraging Mauro’s CPA license and law degree to integrate tax considerations into investment advice under a fiduciary standard.
Based on Mauro Capital Management, Inc.
0.5% to 2.5% depending on type of account, agreed upon investment strategy, and dollar amount invested
$200 per hour for investment consultation and financial planning
Fee-only: Fee-only investment management and financial planning firm; fees based on percentage of assets under management and hourly charges
Valencia, PA
Pennsylvania
Mauro Capital Management Inc.
1990 - Present (36 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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