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MCRAE CAPITAL MANAGEMENT INC.
CRD 104567 · SEC 801-15717
230 MADISON AVENUE, MORRISTOWN, NJ, 07960, United States
Phone
973-387-1080
Fax
973-387-1081
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$795.0M
Discretionary AUM
$795.0M
Team
8 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 736 | $675.5M |
| Pension/profit sharing plans | 56 | $47.3M |
| Charitable organizations | 20 | $67.8M |
| Corporations/business entities | 8 | $4.4M |
States served
VT, CA, NJ, NY, PA, UT, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD