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| Happy Holidays!! thanks for using AUM13F!! |
| McRae Capital Management Inc
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| CRD # | 104567 |
| SEC # | 801-15717 |
| CIK # | 0000320376 |
| AUM | $815.8 M (2025-03-04) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 973-387-1080 |
| Address | 230 Madison Avenue Morristown, NJ 07960 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000320376 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 34.2 | |
| Check Point Software Technologies Ltd | 26.0 | |
| Nasdaq OMX Group Inc | 25.8 | |
| Williams Sonoma Inc | 23.1 | |
| Laboratory Corp of America Holdings | 22.4 | |
| Fiserv Inc | 21.9 | |
| Lowes Companies Inc | 19.8 | |
| Quanta Services Inc | 19.0 | |
| Keysight Technologies Inc | 18.9 | |
| Snap-On Inc | 16.1 | |
| Omnicom Group Inc | 15.5 | |
| Workday Inc | 14.8 | |
| Salesforce Com Inc | 14.5 | |
| Broadridge Financial Solutions Inc | 14.2 | |
| Paypal Holdings Inc | 14.0 | |
| Vertex Pharmaceuticals Inc / Ma | 13.6 | |
| United Rentals Inc /DE | 13.0 | |
| BB&T Corp | 13.0 | |
| Ace Ltd | 12.7 | |
| Thermo Fisher Scientific Inc | 12.5 | |
| Lululemon Athletica Inc | 9.2 | |
| Becton Dickinson & Co | 8.4 | |
| Accenture PLC | 8.4 | |
| Alphabet Inc | 8.0 | |
| J P Morgan Chase & Co | 7.7 | |
| UnitedHealth Group Inc | 7.3 | |
| Amazon Com Inc | 7.0 | |
| Goldman Sachs Group Inc | 5.3 | |
| Apple Inc | 5.1 | |
| Southern Co | 2.8 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 751 | 681.8 |
| (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 | 60 | 46.0 |
| (h) Charitable organizations | 21 | 74.2 |
| (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 | 7 | 13.7 |
| (n) Other | 0 | 0.0 |
| Total | 842 | 815.8 |
| By Discretionary | ||
| Discretionary | 842 | 815.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 842 | 815.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 813.6 | |
| Total | 842 | 815.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000320376] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Intelligence Driven Advisers LLC
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|
CA | 0.8 |
|
Castlekeep Investment Advisors LLC
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CT | 0.8 |
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Vestia Advisors LLC
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IN | 0.8 |
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KMH Wealth Management LLC
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TX | 0.8 |
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McLean Asset Management Corporation
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VA | 0.8 |
|
Prevail Innovative Wealth Advisors LLC
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KS | 0.8 |
|
Clayton Financial Services Inc
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|
KS | 0.8 |
|
Tufton Capital Management LLC
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|
MD | 0.8 |
|
Flaharty Asset Management LLC
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|
FL | 0.8 |
|
Garrett Wealth Advisory Group LLC
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|
TX | 0.8 |