MCRAE CAPITAL MANAGEMENT INC.
C39
CRD 104567·SEC 801-15717·MORRISTOWN, NJ
AUM
$795.0M
$500M-$1B
Est. Revenue
$8.0M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $423.7M
'21 · $474.0M
'22 · $561.8M
'23 · $667.9M
'25 · $815.8M
'26 · $795.0M
'20'26
$423.7M → $795.0M▲ +88%
Client mix
| Individuals High Net Worth | 736 |
| Pension Profit Sharing Plans | 56 |
| Charitable Organizations | 20 |
| Corporations | 8 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
4 advisors → 5 advisors▲ +25%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
230 MADISON AVENUEMORRISTOWN, NJ 07960
Business
230 MADISON AVENUEMORRISTOWN, NJ 07960
Edgar Recent Filings
13F-HR2026-05-14 · 0001172661-26-001897
13F-HR2026-02-11 · 0001172661-26-000600