SourcingSourcing

MCMAHAN CAPITAL MANAGEMENT LLC

B64
CRD 109140·SEC 801-131548·CARMEL, IN
AUM
$135.9M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$408K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MCMAHAN CAPITAL MANAGEMENT LLC
CRD
109140
SEC file #
801-131548
EIN
—
DBA names
Mcmahan Capital Management

Economics

AUM
$135.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$115.8M → $135.9M▲ +17%
Client mix
Individuals High Net Worth31
Individuals Other12

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
CARMEL IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
mcmahancapital.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCMAHAN, JEFF, ALAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MCMAHAN, JEFF, ALAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MCMAHANCAPITAL.NET
Rdap Domain Creation Date
2001-11-01T03:43:21Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
DNC Holdings, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-11-01T02:43:21Z
Rdap Domain Last Changed
2024-02-07T16:49:46Z
Rdap Nameservers
Ns14.wixdns.netNs15.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1246764
Trust Company Affiliate
No

People (2)

2
MCMAHAN, JEFF, ALAN
IAR · Direct Owner · 87.5%
1246764
KATIE JO ROSS
IAR
6756372