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| Keyboard |
| McMahan Capital Management LLC
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|---|---|
| CRD # | 109140 |
| SEC # | 801-131548 |
| CIK # | |
| AUM | 135.9 M (2026-03-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 317-573-2202 |
| Address | 316 West Main Street Carmel, IN 46032 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 4.5 |
| (b) Individuals (high net worth individuals) | 31 | 131.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 43 | 135.9 |
| By Discretionary | ||
| Discretionary | 43 | 135.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 43 | 135.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.9 | |
| Total | 43 | 135.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
Horizon Capital Management LLC
✚
|
IL | 136.2 M |
|
Professional Wealth Management Services LLC
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|
NC | 136.2 M |
|
Wealthrise Financial Planning LLC
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CA | 136.0 M |
|
15 Equity LLC
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|
CA | 135.9 M |
|
A J Feldman Financial LLC
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|
135.9 M | |
|
Kassira Wealth Management LLC
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|
135.9 M | |
|
Loretta Nolan Associates LLC
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|
CT | 135.8 M |
|
Financial Management Associates LLC
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|
NH | 135.8 M |
|
East Rock Financial Services LLC
✚
|
135.8 M | |
|
Hepworth Equity Partners LLC
✚
|
135.6 M |