McIntosh Capital Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$56,580,295
Total clients
78
35% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
39
Average account size
$725,388
About
McIntosh Capital Advisors is a small, supported registered investment adviser that serves individual clients — including high‑net‑worth households — as well as corporations and small businesses. The firm offers comprehensive and modular financial planning, discretionary portfolio management delivered through a wrap fee program, investment real estate analysis, and one‑time or ongoing consultation services.
The firm emphasizes disciplined asset allocation, preferring a primarily passive strategy (index funds, ETFs, no‑load mutual funds) combined with targeted active allocations and sector or security tilts informed by fundamental, technical/charting, and cyclical analysis. Portfolios are monitored and rebalanced as needed, with at least quarterly performance reporting and periodic reviews; the firm also uses instruments such as interval funds when appropriate.
Distinctive features noted in the brochure include operating portfolio management exclusively through a wrap fee program (all Program clients use LPL Financial as custodian and the firm does not offer a non‑wrap alternative) and reporting approximately $56.6 million in discretionary wrap assets as of January 6, 2026. The firm also discloses that one of its investment adviser representatives provides tax preparation services as an Enrolled Agent in a separate capacity and that the firm receives hourly engagements from ComPsych for financial planning provided to military beneficiaries and one‑hour consultations for corporate employees.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning services ranging from $2,500 to $14,000 for comprehensive plans and $750 to $5,000 for modular plans.
$275 per hour for consultation, investment advice and real estate analysis services; additional hourly rate applies if services exceed original agreement.
Fee-only: Financial planning fees typically range from $2,500 to $14,000 for comprehensive plans and $750 to $5,000 for modular plans; consultation fees at $275/hour; investment advice and real estate analysis services billed at $275/hour with quotes provided in advance.
Main office location
McIntosh Capital Advisors, Inc.
2566 Overland Ave., Suite 695
Los Angeles CA 90064-5602, United States
Number of offices
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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