Mcmahan Capital Management
Mcmahan Capital Management (CRD# 109140) is a financial advisory firm headquartered in Carmel, IN. They manage $94,145,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management94MILLION
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Total Number of Accounts30ACCOUNTS
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Average Account Value$3,138,167
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, IN
Jeff McMahan (CRD# 1246764) is an Investment Advisor Representative working at Mcmahan Capital Management in Carmel, IN and has over 35 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.
Katie Ross (CRD# 6756372) is an Investment Advisor Representative working at Mcmahan Capital Management in Carmel, IN and has over 6 years of experience in the finance industry. Katie Ross 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.