← Back to searchVisit website
M CAPITAL WEALTH MANAGEMENT, LLC
CRD 155303 · SEC 801-72036
901 CHESTERFIELD HIGHWAY, SUITE B, CHERAW, SC, 29520, United States
Phone
843.537.4804
Fax
843.537.4201
Registration
— (—)
Source
State registered
Total AUM
$49.6M
Discretionary AUM
$49.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingGENERAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $6.4M |
| High net worth individuals | 24 | $26.5M |
| Charitable organizations | 4 | $2.6M |
| Other investment advisers | 1 | $4K |
| Corporations/business entities | 6 | $14.0M |
All web addresses on file
Official SEC filing: View on IAPD