# McRae Capital Management Inc.

> McRae Capital Management Inc. is an SEC-registered investment advisory firm in Morristown, NJ, registered since 1981, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 104567
- Filed as: MCRAE CAPITAL MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Morristown, NJ
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104567
- AdvisorCensus page: https://advisorcensus.com/firm/mcrae-capital-management-inc-morristown-nj-104567

## Quick answers

**How is McRae Capital Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), McRae Capital Management Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is McRae Capital Management Inc. located?**
McRae Capital Management Inc.'s principal office is in Morristown, NJ, according to its Form ADV.

**Is McRae Capital Management Inc. registered with the SEC or a state?**
McRae Capital Management Inc. is an SEC-registered investment advisory firm, registered since 1981. Status as filed: Approved. CRD 104567.

**How much does McRae Capital Management Inc. manage?**
McRae Capital Management Inc. reports $795,025,614 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).

**How have McRae Capital Management Inc.'s assets and staff changed since 2021?**
In the Form ADV data for McRae Capital Management Inc.: Regulatory assets under management: $561,809,123 in the October 2021 data and $795,025,614 in the October 2026 data, up 42%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does McRae Capital Management Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (736); pension and profit sharing plans (but not the plan participants or government pension plans) (56); charitable organizations (20).

**Which custodians does McRae Capital Management Inc. use?**
McRae Capital Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does McRae Capital Management Inc. 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/104567

**What changed in McRae Capital Management Inc.'s recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $795,025,614
- Discretionary: $795,025,614
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 736 | $675,497,402 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 56 | $47,316,968 |
| Charitable organizations | 20 | $67,797,412 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 8 | $4,413,832 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 1981 (45 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, NH, NJ, NY, PA, TX, UT, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mcraecapital.com
- Facebook @MCRAECAPITALMANAGEMENT
- LinkedIn @MCRAE-CAPITAL-  MANAGEMENT
- X @MCRAECAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $561,809,123 | 8 | March 16, 2021 |
| October 2022 | $667,896,289 | 8 | March 16, 2022 |
| October 2023 | $584,796,303 | 7 | March 21, 2023 |
| October 2024 | $701,547,037 | 7 | March 14, 2024 |
| October 2025 | $815,751,011 | 8 | March 4, 2025 |
| October 2026 | $795,025,614 | 8 | September 21, 2026 |

Regulatory assets under management: $561,809,123 in the October 2021 data and $795,025,614 in the October 2026 data, up 42%.
Total employees: 8 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McRae Capital Management Inc. (CRD 104567): Form ADV filing data as of October 2026.