McMahan Capital Management
% of assets managed in Carmel, IN
SEC registeredNo commissions reported
Public-record details
- Address
- 316 West Main Street, Carmel, IN 46032
- Phone
- (317) 573-2202
- Listed under
- % of assets managed
- Legal name
- McMahan Capital Management LLC
- CRD number
- 109140
- Registration
- SEC registered since 2024-11-27
- Compensation (Form ADV 5.E)
- Percentage of assets under management
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses
- Regulatory assets under management
- $135.9 million
- Accounts managed
- 43
- Clients reported (Form ADV 5.D)
- 43
- Individual / high-net-worth clients
- 12 / 31
- Employees
- 2
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-03-20
Read the official record
- SEC IAPD summary for CRD 109140 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
Other advisers in Carmel
Aldebaran Capital, LLCSEC registeredNo commissions reportedArcher Investment CorporationSEC registeredNo commissions reportedCade Group, INC.State registeredNo commissions reportedCatalyze Wealth ManagementState registeredNo commissions reportedCircle City Wealth Management LLCState registeredNo commissions reportedCrown Haven Wealth ManagementState registeredNo commissions reportedFortitude Private WealthSEC registeredNo commissions reportedFour Quadrant Wealth Advisors, INC.SEC registeredNo commissions reported