JMcMahan LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$74,993
Total clients
7
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$10,713
About
JMcMahan, LLC serves individual clients — including high‑net‑worth and qualified investors — offering discretionary asset management alongside financial planning and consulting. As a single‑advisor firm with a very small client base and modest assets under management, it delivers ongoing, direct portfolio management relationships.
The firm uses a mix of fundamental and technical analysis and implements strategies that include option positions, put overlays on dividend-producing stocks, stop-loss limits, and short-term technical trading based on moving averages. It also employs margin/borrowing within managed accounts and makes performance‑based fee arrangements available to qualified clients under a high‑water‑mark structure.
Noteworthy features for a firm of this size include the combination of options and leverage in client portfolios together with a performance‑fee program, which is uncommon among independent solo advisers. The principal spends a substantial portion of time on a separate engineering contracting business, and the firm does not vote proxies for clients, leaving proxy voting to the account holders.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
Up to $15,000 fixed annual fee for ongoing financial planning, paid monthly in advance; $85 flat monthly fee for performance-based fee accounts
$0 - $50,000: 3.00% annually $50,000.01 - $100,000: 2.75% annually $100,000.01 - $250,000: 2.50% annually $250,000.01 - $500,000: 2.00% annually $500,000.01 - $750,000: 1.50% annually $1,000,000.01+: 1.25% annually
$75 per hour for financial consulting services
20% of annual portfolio gains above high water mark, charged annually in arrears plus $85 monthly flat fee
Account minimum: $50,000 (for Performance Based Fee accounts, may be lowered or waived)
Main office location
JMcMahan LLC
College Station TX, United States
Number of offices
1
Most active in
JMcMahan LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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