Mcmahan Capital Management

Mcmahan Capital Management (CRD# 109140) is a financial advisory firm headquartered in Carmel, IN. They manage $58,253,106 in 41 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $1,420,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA, IN

Financial Advisors at Mcmahan Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Jeff A. McMahan
CRD#: 1246764
316 W. Main St., Carmel, IN 46032
96
Wealthminder
score

Jeff McMahan (CRD# 1246764) is an Investment Advisor Representative working at Mcmahan Capital Management in Carmel, IN and has over 28 years of experience in the finance industry. Jeff McMahan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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