Mcrae Capital Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Morristown, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $795M in regulatory assets under management, 8 employees, and 820 accounts.
Top client segmentHNWI represent 89.8% of total clients.
Top client categories% of clientsClients
1
HNWI
89.8%
736
2
Pension Plans
6.8%
56
3
Charitable
2.4%
20
4
Corporations
1.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$795Mas of March 30, 2026
Discretionary100.0%
$795M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$795M
Total Accounts820
10Y AUM Change+$445M (+126.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee103:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.