# M Capital Wealth Management, LLC

> M Capital Wealth Management, LLC is a state-registered investment advisory firm in Cheraw, SC, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 155303
- Filed as: M CAPITAL WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cheraw, SC
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155303
- AdvisorCensus page: https://advisorcensus.com/firm/m-capital-wealth-management-llc-cheraw-sc-155303

## Quick answers

**How is M Capital Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), M Capital Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is M Capital Wealth Management, LLC located?**
M Capital Wealth Management, LLC's principal office is in Cheraw, SC, according to its Form ADV.

**Is M Capital Wealth Management, LLC registered with the SEC or a state?**
M Capital Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 155303.

**How much does M Capital Wealth Management, LLC manage?**
M Capital Wealth Management, LLC reports $49,562,116 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does M Capital Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (37); high net worth individuals (24); corporations or other businesses not listed above (6).

**Does M Capital Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155303

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $49,562,116
- Discretionary: $49,562,116
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $6,440,921 |
| High net worth individuals | 24 | $26,526,875 |
| Charitable organizations | 4 | $2,610,643 |
| Other investment advisers | 1 | $4,153 |
| Corporations or other businesses not listed above | 6 | $13,979,524 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mcapitalwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. M Capital Wealth Management, LLC (CRD 155303): Form ADV filing data as of October 2026.