Mcrae Capital Management Inc.
SEC RegisteredA Family Business for the Business of Families
About the firm
McRae Capital Management is an independent investment counseling firm that manages the assets of both individual and institutional investors. The firm carefully constructs and diligently monitors portfolios of stocks, bonds, or both, based on the goals and preferences of each client. McRae has been helping families invest and plan wisely for 40 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning, estate and inheritance planning, divorce financial planning, college planning, trusts, private foundations, gifting strategies, and general budgeting. The firm offers fee-based investment counseling and constructs and monitors portfolios of stocks and bonds.
Who they serve
Families, individuals, and corporate clients, including both individual and institutional investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 736 | $675M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 56 | $47M |
| State/Municipal Entities | 20 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3,000,000 | 1.00% |
| $3,000,000 to $5,000,000 | 0.75% |
| Over $5,000,000 | 0.50% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mcrae Capital Management Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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