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. Hourly charges are usually charged for consulting work and special projects. 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.