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| McRae Capital Management Inc
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|---|---|
| CRD # | 104567 |
| SEC # | 801-15717 |
| CIK # | 0000320376 |
| AUM | 795.0 M (2026-03-30) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 973-387-1080 |
| Address | 230 Madison Avenue Morristown, NJ 07960 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000320376 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Williams Sonoma Inc | 25.5 | ||
| Keysight Technologies Inc | 24.7 | ||
| Microsoft Corp | 22.8 | ||
| Laboratory Corp of America Holdings | 22.7 | ||
| Quanta Services Inc | 17.7 | ||
| Snap-On Inc | 17.7 | ||
| Lowes Companies Inc | 17.7 | ||
| Nasdaq OMX Group Inc | 17.3 | ||
| Alphabet Inc | 17.3 | ||
| United Rentals Inc /DE | 17.2 | ||
| BB&T Corp | 16.8 | ||
| Vertex Pharmaceuticals Inc / Ma | 16.5 | ||
| Omnicom Group Inc | 16.4 | ||
| Check Point Software Technologies Ltd | 15.0 | ||
| Thermo Fisher Scientific Inc | 14.2 | ||
| Ace Ltd | 14.0 | ||
| Cisco Systems Inc | 12.3 | ||
| Marsh & McLennan Companies Inc | 11.4 | ||
| Palo Alto Networks Inc | 11.3 | ||
| UnitedHealth Group Inc | 10.0 | ||
| Amazon Com Inc | 9.8 | ||
| Broadridge Financial Solutions Inc | 9.7 | ||
| Workday Inc | 8.8 | ||
| Becton Dickinson & Co | 7.4 | ||
| J P Morgan Chase & Co | 6.9 | ||
| Goldman Sachs Group Inc | 6.7 | ||
| Apple Inc | 6.6 | ||
| Fiserv Inc | 6.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 736 | 675.5 |
| (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 | 56 | 47.3 |
| (h) Charitable organizations | 20 | 67.8 |
| (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 | 8 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 820 | 795.0 |
| By Discretionary | ||
| Discretionary | 820 | 795.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 820 | 795.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 795.0 | |
| United States Persons | 0.0 | |
| Total | 820 | 795.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000320376] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
NorthStar Asset Management Inc
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MA | 805.9 M |
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CIM LLC
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Francis Financial Inc
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PSI Advisors LLC
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FL | 800.9 M |
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Spectrum Financial Alliance Ltd LLC
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|
Compton Wealth Advisory Group LLC
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VA | 800.3 M |
|
Carolina Wealth Management Inc
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NC | 798.5 M |
|
Q3 Asset Management Corporation
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|
BEAU Ventures LLC
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|
792.7 M | |
|
Westhill Financial Advisors Inc
✚
|
CA | 789.4 M |