{
  "crd_number": 332076,
  "slug": "may-hill-capital-llc-cohasset-ma-332076",
  "primary_business_name": "MAY HILL CAPITAL, LLC",
  "legal_name": "MAY HILL CAPITAL, LLC",
  "dbas": [],
  "city": "Cohasset",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-31",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": 548601789.0,
  "raum_discretionary": 546638622.0,
  "raum_non_discretionary": 1963167.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 7330992.0,
      "count": 34
    },
    "high_net_worth_individuals": {
      "raum": 457080854.0,
      "count": 79
    },
    "corporations_other_businesses": {
      "raum": 84189943.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "NH",
    "NY",
    "TX",
    "VA"
  ],
  "websites": [
    "https://linkedin.com/company/may-hill-capital",
    "https://mayhillwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332076",
  "city_as_filed": "COHASSET",
  "url": "https://advisorcensus.com/firm/may-hill-capital-llc-cohasset-ma-332076",
  "display_name": "May Hill Capital, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. May Hill Capital, LLC (CRD 332076): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is May Hill Capital, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does May Hill Capital, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is May Hill Capital, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is May Hill Capital, LLC registered with the SEC or a state?",
      "a": "May Hill Capital, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332076."
    },
    {
      "q": "How much does May Hill Capital, LLC manage?",
      "a": "May Hill Capital, LLC reports $548,601,789 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have May Hill Capital, LLC's assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does May Hill Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (79); individuals (other than high net worth individuals) (34)."
    },
    {
      "q": "Which custodians does May Hill Capital, LLC use?",
      "a": "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."
    },
    {
      "q": "Does May Hill Capital, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in May Hill Capital, LLC's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2024-07-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 380741886.0,
      "total_employees": 3,
      "filing_date": "2025-06-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 548601789.0,
      "total_employees": 3,
      "filing_date": "2026-02-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $380,741,886 to $548,601,789 (+44%).",
        "Added an office in Brookline, MA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.3% to 0.9% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $100,000 a year (standalone financial planning services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.3% to 0.9% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $100,000 a year (standalone financial planning services)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.3,
        0.9
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 100000.0,
          "period": "annual",
          "service": "standalone financial planning services"
        }
      ]
    },
    "quotes": [
      "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.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/may-hill-capital-llc-cohasset-ma-332076.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 34,
      "fewer_than_5": false,
      "raum": 7330992.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 79,
      "fewer_than_5": false,
      "raum": 457080854.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 84189943.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332076",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}