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Mackhouse Capital

Updated today

Client assets under management

$7,109,517

Clients

7

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

4

Very Low

Average account size

$1,015,645

About

MackHouse Capital provides discretionary investment management and financial planning primarily for individual clients and also offers services to trusts, estates, pension and profit-sharing plans and other entities. The firm is a fee-only registered investment adviser that provides portfolio management and advice on individual stocks and bonds, mutual funds, ETFs and limited partnerships.

The firm follows an asset-allocation-driven process that begins with a client-specific Investment Policy Statement and uses research tools such as Morningstar Principia to select securities and implement portfolio allocations. MackHouse emphasizes diversification, periodic portfolio reviews, written quarterly reporting, and conducts trading and custody activity through established custodial arrangements.

What distinguishes MackHouse from many peers is its small scale and client mix: it manages a limited number of discretionary accounts for primarily non–high-net-worth individuals, rather than focusing on HNW clients. The firm also maintains a strict fee-only model (no commissions or product sales), typically requires use of a designated custodian for client accounts, and has documented proxy-voting and personal-trading policies.

Client services

Financial planning Portfolio management

Expertise

Wealth management

Fee options

Percentage

$0 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Project-based

$150 per hour for financial planning and other hourly consulting services.

Other

Account minimum: $50,000 Fee-only: Fee-only registered investment advisory firm; no commissions accepted.

Main office location

Mackhouse Capital

1400 Main Street, #199

Clarksville IN 47129, United States

Number of offices

1

Most active in

Indiana · Kentucky

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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