Advisor at McRae Capital Management L.L.C.
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
McRae Capital Management L.L.C.
Location
Ketchum, ID
Credentials
Series 63, Series 65
Industry experience
23 years
Peter McRae is the sole advisor at McRae Capital Management L.L.C. in Ketchum, Idaho, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has operated McRae Capital Management since 1998. McRae Capital Management is an independent advisory firm serving high-net-worth individuals, trusts, ERISA accounts, and corporate clients. The firm offers discretionary portfolio management along with retirement and estate planning, using institutional mutual funds and ETFs, and provides financial plans at no additional charge.
Based on McRae Capital Management L.L.C.
$0 - $5,000,000: 1.375% annually $5,000,000+: 1% annually
Fee-only: Management fees only, no commissions or transaction costs; financial plans provided at no charge
Ketchum, ID
Idaho · Washington
McRae Capital Management LLC
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
Hailey, ID
Wood River Consulting
Series 63, Series 65
Hailey, ID
Davis Investment Group, Ltd.
Series 63
Sun Valley, ID
Gregory Lyle & Co.
Series 65
Hailey, ID
Redpoint Investment Advisors
Series 65
Hailey, ID
Sun Valley Advisors, Inc.
Series 63, Series 66
Ketchum, ID
Sila FInancial, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")