M CAPITAL ADVISORS
Total AUM
$870.5M
Employees
13Clients
276Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
104 WOODMONT BLVD
SUITE 320
NASHVILLE
TN 37205
United States
SUITE 320
NASHVILLE
TN 37205
United States
Operating Hours
7:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
615-244-8400
Other Offices
1
Financials
Total AUM
$870.5M
Accounts
516Discretionary
$847M
Accounts
514Non-Discretionary
$23.6M
Accounts
2
Clients
Individual Clients
124AUM
$34.1M
HNW Individual Clients
133AUM
$723.5M
Pension/Profit Sharing Plan Clients
3AUM
$200.2K
Charitable Organization Clients
9AUM
$49.6M
Corporation or Business Clients
5AUM
$39.6M
Other Clients
2AUM
$23.6M
Description of Other Clients
UMA
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLLAMNMSNETNTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.