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MCNEILL CAPITAL, LLC

CRD 154517 · SEC 801-129522

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125 HIGH ROCK AVENUE, SUITE 202, SARATOGA SPRINGS, NY, 12866, United States

Phone

518-364-7899

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$40.6M

Discretionary AUM

$40.6M

Team

1 total employees; 1 advisory reps; 38 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; SELECTION AND MONITORING FEES

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
High net worth individuals42$40.6M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD