AdvisorCensus / Financial advisors / Indiana / Indianapolis / McMahan Capital Management
McMahan Capital Management
Filed as MCMAHAN CAPITAL MANAGEMENT · Legal name McMahan Capital Management LLC
McMahan Capital Management is an SEC-registered investment advisory firm in Carmel, IN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.
Quick answers
From the filingHow is McMahan Capital Management compensated?
On its Form ADV (Item 5.E, October 2026), McMahan Capital Management reports these compensation arrangements: a percentage of assets under its management.
What does McMahan Capital Management's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 20, 2026 states: Up to $500,000: 1.25% a year; $500,001 to $1,000,000: 1% a year; $1,000,001 to $5,000,000: 0.75% a year; Above $5,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is McMahan Capital Management located?
McMahan Capital Management's principal office is in Carmel, IN, according to its Form ADV.
Is McMahan Capital Management registered with the SEC or a state?
McMahan Capital Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 109140.
How much does McMahan Capital Management manage?
McMahan Capital Management reports $135,878,250 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).
How have McMahan Capital Management's assets and staff changed since 2025?
In the Form ADV data for McMahan Capital Management: Regulatory assets under management: $115,763,721 in the October 2025 data and $135,878,250 in the October 2026 data, up 17%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does McMahan Capital Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (31); individuals (other than high net worth individuals) (12).
Does McMahan Capital Management 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/109140
Does McMahan Capital Management state an account minimum?
Its Form ADV Part 2A brochure dated March 20, 2026 says: "McMahan does not require a minimum to establish an investment advisory account."
What changed in McMahan Capital Management's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $115,763,721 to $135,878,250 (+17%).
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
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 2A| Assets | Annual rate |
|---|---|
| Up to $500,000 | 1.25% |
| $500,001 to $1,000,000 | 1% |
| $1,000,001 to $5,000,000 | 0.75% |
| Above $5,000,001 | 0.5% |
The brochure's wording
First $500,000 1.25% $500,001 to $1,000,000 1.00% $1,000,001 to $5,000,000 0.75% $5,000,001 and above 0.50%
Account minimum: None
The brochure's wording
McMahan does not require a minimum to establish an investment advisory account.
As stated in the firm's Form ADV Part 2A brochure dated March 20, 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$135,878,250 as of October 2026, filing dated March 20, 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- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- McMahan Capital Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (1 year)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 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 | $135,878,250 | 2 | March 20, 2026 |
| October 2025 | $115,763,721 | 2 | March 13, 2025 |
Regulatory assets under management: $115,763,721 in the October 2025 data and $135,878,250 in the October 2026 data, up 17%.
Total employees: 2 in October 2025 and 2 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- April 2026
- Regulatory assets under management went from $115,763,721 to $135,878,250 (+17%).
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. McMahan Capital Management (CRD 109140): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mcmahan-capital-management-carmel-in-109140