May Hill Capital, LLC

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Client assets under management

$464,411,846

Clients

113

70% high-net worth

Advisors

of 3 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Low

Average account size

$4,109,839

About

May Hill Capital provides discretionary and non-discretionary wealth management, investment management, and financial planning to individuals, high‑net‑worth clients, trusts, estates, endowments, and businesses. The firm reports $548,601,789 in assets under management across about 113 client relationships and typically charges percentage‑of‑AUM advisory fees, while also maintaining a stated relationship minimum of $1,000,000 and a minimum annual fee of $15,000.

The firm constructs customized portfolios largely using individual equities and ETFs with a primarily long‑term orientation, employing both fundamental and technical analysis and periodic rebalancing. May Hill may also allocate portions of portfolios to unaffiliated Independent Managers or introduce a securities‑based lending solution through SyntheticFi, with the advisor providing ongoing oversight and due diligence for those arrangements.

Compared with many peers, May Hill operates with a relatively small advisory staff while managing assets above $500 million and is a recently formed advisor (organizing in 2023 and registering in 2024), which reflects an atypically rapid accumulation of AUM. The firm’s principals bring non‑investment professional backgrounds (including tax preparation services and a licensed attorney) and the advisor discloses institutional relationships with custodians that provided platform and launch support, as well as offering high‑end standalone planning engagements on a fixed‑fee basis.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Passive / index investing Tax-loss harvesting

Fee options

Fixed

Fixed annual fee for standalone financial planning services up to $100,000, fees negotiable based on complexity

Percentage

0.30% to 0.90% annually, based on factors including scope and complexity of services, asset level, and overall relationship

Other

Account minimum: $1,000,000 Minimum fee: $15,000 minimum annual fee, which may be reduced or waived at the Advisor's discretion Fee-only: Wealth management fees based on AUM; fixed annual fees for standalone financial planning up to $100,000, negotiable

Main office location

May Hill Capital, LLC

132 Chief Justice Cushing Highway, Unit #70

Cohasset MA 02025, United States

Number of offices

Most active in

Massachusetts · New Hampshire · New York · Texas · Virginia

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 781-454-6641

Advisors at this firm

Seth C

CFP®, ChFC®

Brookline, MA

May Hill Capital, LLC

Seth Corkin is a CFP® and ChFC® with 10 years of industry experience. He is currently with May Hill Capital, LLC and also operates Corkin Tax LLC, providing tax preparation and compliance services. He serves as a Board Member at Large for the Financial Planning Association of New England, contributing to the organization’s strategy and member programming. May Hill Capital is an SEC-registered adviser serving high-net-worth individuals, trusts, estates, endowments, and businesses with investment management and financial planning. The firm manages approximately $381 million in client assets, focusing on portfolios of individual equities and ETFs with a long-term orientation supplemented by fundamental and technical analysis.

Wealth management Passive / index investing Tax-loss harvesting

Cassandra G

CFP®

Moseley, VA

May Hill Capital, LLC

Cassandra Golden is a CFP® professional with one year of experience, currently serving as an advisor at May Hill Capital, LLC. She previously worked at Single Point Partners and Edelman Financial Engines. May Hill Capital is an SEC-registered adviser providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning to individuals, trusts, estates, endowments, and businesses. The firm manages approximately $381 million in client assets and focuses on portfolios of individual equities and ETFs with a long-term orientation, supplemented by oversight of independent managers and customized financial planning.

Wealth management Passive / index investing Tax-loss harvesting

Robert D

CFP®, Series 65

Cohasset, MA

May Hill Capital, LLC

Robert Dockendorff is a CFP® and Series 65-registered financial advisor at May Hill Capital, LLC with 10 years of industry experience. His prior roles include positions at Single Point Partners and Claro Advisors, LLC. He holds an active attorney license in Massachusetts but does not currently practice law. May Hill Capital is an SEC-registered adviser that provides discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning to individuals, trusts, estates, endowments, and businesses. The firm manages approximately $381 million in client assets and typically constructs portfolios of individual equities and ETFs with a long-term orientation, incorporating both fundamental and technical analysis.

Wealth management Passive / index investing Tax-loss harvesting

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