M
McRae Capital Management L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,658,196
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
35
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$561,663
About
McRae Capital Management is an independent, single‑advisor registered investment adviser that serves high‑net‑worth individuals, trusts, ERISA accounts and corporate clients, including pension and profit‑sharing plans. The firm provides discretionary portfolio management primarily through institutional mutual funds and exchange‑traded funds and also offers retirement and estate planning services.
The firm follows a relatively conservative, manager‑selection approach, allocating across funds that represent different market sectors and shifting toward fixed income when markets become volatile. Investment analysis combines fundamental and technical methods — the brochure notes tracking roughly 100 economic indicators and subscribing to third‑party research on about 400 stocks — and managers are monitored against peers and indices with underperforming managers replaced.
Compared with many solo independent advisers, McRae’s client mix notably includes ERISA and corporate pension/profit‑sharing accounts and the firm makes financial plans available to clients at no additional charge while conducting daily account reviews. The brochure also discloses a 2025 consent order with the Washington State Department of Financial Institutions for transacting without proper registration (May 26, 2020–present), which required repayment of $150,828.74 to affected clients over 12 quarters and payment of a fine; registration was subsequently granted in July 2025.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General estate planning guidance
Fee options
$0 - $5,000,000: 1.375% annually $5,000,000+: 1% annually
Fee-only: Management fees only, no commissions or transaction costs; financial plans provided at no charge
Most active in
McRae Capital Management L.L.C. has reported serving >5 clients in these states in the last 12 months.
Idaho · Washington
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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