Mccabe Capital Managers, Ltd. (Radnor)

Mccabe Capital Managers, Ltd. is a large advisory firm based in Radnor. It manages $1.06 billion of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Delaware, and Pennsylvania.

Mccabe Capital Managers provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mccabe Capital Managers: assets under management

The assets under management (AUM) of Mccabe Capital Managers, Ltd. is $1.06 billion. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $188.16 million in discretionary accounts and $873.96 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.09 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $12.67 million.

Mccabe Capital Managers has custody of $21.96 million in cash and securities for 1 client in total and its related person acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mccabe Capital Managers, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mccabe Capital Managers, Ltd.

George Washington Connell has been acting as President since 1 Jul 2010. Mark Mccarron joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Laws Mccabe	Director, president	1 May 1980	75% - 100%	4380951
Emily Levine	Compliance officer	1 Aug 1992	Other	2089496
Adrea Ann Scaramucci	Chief compliance officer	1 Apr 2005	Other	2834845
Drexel Morgan & Co.	Shareholder	1 Jul 2010	75% - 100%	36-4669069
George Washington Connell	Director	1 Jul 2010	Other	52263
Mcbee Nmn Butcher	Director	1 Jul 2010	Other	2361716
Kimberly Michele Crowley	Vice president	1 Jul 2010	Other	2490792
Adam Brett Landau	Vice president	1 Jul 2010	Other	2325433
Paul Stuart Rovner	Vice president	1 Jan 2011	Other	4486011
Mark Mccarron	Vice president	1 Jun 2011	Other	5962263

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
George Washington Connell	Shareholder	1 Nov 2004	75% - 100%	52263
George W. Connell Revocable Trust	Trust	1 Jul 2010	75% - 100%	36-4669069
James Laws Mccabe	Trustee	1 Jul 2010	Other	4380951

Based in Radnor

The principal office where Mccabe Capital Managers, Ltd. performs its advisory services is located at Three Radnor Corporate Center, Radnor, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-971-1901 or by fax 610-971-1909. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday.