MacNeil Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,359,689
Clients
66
39% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
66
Very HighAverage account size
$732,723
About
MacNeil Capital Management provides investment supervisory and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm manages client assets on a discretionary basis across a broad set of instruments, including equities, fixed income, ETFs, mutual funds, options, and other securities.
The firm determines a risk profile through initial and ongoing client input and generally pursues a long-term investment strategy while occasionally employing short-term trading, hedging, margin, short-selling, or options for more aggressive mandates. Its research process emphasizes fundamental analysis and expressly cites financial periodicals and broadcasts, third‑party research, company filings, and direct verification as primary information sources.
Compared with many peers, the brochure highlights a small, single-advisor practice with a principal who holds the CFA charter and who offers both ongoing advisory relationships and discrete project- or hourly-based services when requested. The firm also notes a willingness to trade less-standard securities and to aggregate trades for clients, practices that can be less typical among similarly sized independent advisers.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
0.25% to 2.00% annually, negotiable
Standard hourly rate of $300/hour
Fee-only: Fee-only basis; no commissions or product sales compensation
Main office location
MacNeil Capital Management
Littleton MA, United States
Number of offices
1
Most active in
MacNeil Capital Management has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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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