AdvisorCensus / Financial advisors / Massachusetts / Boston / May Hill Capital, LLC
May Hill Capital, LLC is an SEC-registered investment advisory firm in Cohasset, MA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 25, 2026.
Quick answers
From the filingHow is May Hill Capital, LLC compensated?
On its Form ADV (Item 5.E, October 2026), May Hill Capital, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does May Hill Capital, LLC charge?
Its Form ADV Part 2A brochure dated February 25, 2026 states: Asset-based fee: 0.3% to 0.9% a year (a range, as the brochure states it); Flat fee: up to $100,000 a year (standalone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is May Hill Capital, LLC located?
May Hill Capital, LLC's principal office is in Cohasset, MA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is May Hill Capital, LLC registered with the SEC or a state?
May Hill Capital, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332076.
How much does May Hill Capital, LLC manage?
May Hill Capital, LLC reports $548,601,789 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).
How have May Hill Capital, LLC's assets and staff changed since 2024?
In the Form ADV data for May Hill Capital, LLC: Regulatory assets under management: $0 in the October 2024 data and $548,601,789 in the October 2026 data. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does May Hill Capital, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (79); individuals (other than high net worth individuals) (34).
Which custodians does May Hill Capital, LLC use?
May Hill Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does May Hill Capital, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332076
What changed in May Hill Capital, LLC's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $380,741,886 to $548,601,789 (+44%). Added an office in Brookline, MA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.3% to 0.9% a year (a range, as the brochure states it)
The brochure's wording
Wealth management fees range from 0.30% to 0.90% annually, based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.
Flat fee: up to $100,000 a year (standalone financial planning services)
The brochure's wording
However, for Clients seeking standalone financial planning services, May Hill will offer financial planning services for a fixed annual fee ranging up to $100,000.
As stated in the firm's Form ADV Part 2A brochure dated February 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$548,601,789 as of October 2026, filing dated February 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the March 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $548,601,789 | 3 | February 25, 2026 |
| October 2025 | $380,741,886 | 3 | June 23, 2025 |
| October 2024 | $0 | 2 | July 1, 2024 |
Regulatory assets under management: $0 in the October 2024 data and $548,601,789 in the October 2026 data.
Total employees: 2 in October 2024 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $380,741,886 to $548,601,789 (+44%).
- Added an office in Brookline, MA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. May Hill Capital, LLC (CRD 332076): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/may-hill-capital-llc-cohasset-ma-332076