Mcbrearty Capital Management Inc.

Mcbrearty Capital Management Inc. (CRD# 108972) is a financial advisory firm headquartered in Knoxville, TN. They manage $137,871,828 in 704 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    704
    ACCOUNTS
  • Average Account Value
    $195,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, KY, LA, NC, NH, SC, TN, TX

Financial Advisors at Mcbrearty Capital Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
James W. McBrearty
CRD#: 1987532
8901 Sony Lane, Knoxville, TN 37923
93
Wealthminder
score

James McBrearty (CRD# 1987532) is an Investment Advisor Representative working at Mcbrearty Capital Management Inc. in Knoxville, TN and has over 28 years of experience in the finance industry.

2
Rachel J. Hacker
CRD#: 3192143
8901 Sony Lane, Knoxville, TN 37923
87
Wealthminder
score

Rachel Hacker (CRD# 3192143) is an Investment Advisor Representative working at Mcbrearty Capital Management Inc. in Knoxville, TN and has 1 year of experience in the finance industry.

3
Martin T. McBrearty
CRD#: 3214442
8901 Sony Lane, Knoxville, TN 37923
87
Wealthminder
score

Martin McBrearty (CRD# 3214442) is an Investment Advisor Representative working at Mcbrearty Capital Management Inc. in Knoxville, TN and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.