# McMahan Capital Management

> 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.

- CRD: 109140
- Filed as: MCMAHAN CAPITAL MANAGEMENT
- Legal name: McMahan Capital Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Carmel, IN
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109140
- AdvisorCensus page: https://advisorcensus.com/firm/mcmahan-capital-management-carmel-in-109140

## Quick answers

**How 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.

**How much does McMahan Capital Management charge?**
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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- 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

> 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

> McMahan does not require a minimum to establish an investment advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $135,878,250
- Discretionary: $135,878,250
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $4,473,936 |
| High net worth individuals | 31 | $131,404,314 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lindedin.com/in/jeff-mcmahan-bib52229
- mcmahancapital.net
- X @jeffmcmahan1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $115,763,721 | 2 | March 13, 2025 |
| October 2026 | $135,878,250 | 2 | March 20, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $115,763,721 to $135,878,250 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McMahan Capital Management (CRD 109140): Form ADV filing data as of October 2026.