SARATOGA SPRINGS, NYCRD 154517Latest ADV April 1, 2026
Mcneill Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saratoga Springs, NY. Its latest Form ADV filing, dated April 1, 2026, reports $41M in regulatory assets under management, 1 employee, and 102 accounts.
Assets Under Management
$41M
Employees
1
Offices
--
Total Clients
42
Primary office
SARATOGA SPRINGS, NY
125 HIGH ROCK AVENUE, SUITE 202, SARATOGA SPRINGS, NY, United States
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$41Mas of April 1, 2026
Discretionary100.0%
$41M
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.
Total AUM$41M
Total Accounts102
10Y AUM Change+$10M (+31.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee42:1
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.