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MCRAE CAPITAL MANAGEMENT INC.
CRD 104567File 801-15717
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$795.0M
Above cohort median (national)
Discretionary AUM
$795.0M
Clients
820
820 accounts
Employees
8
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 8, 1981
- Principal office
- 230 MADISON AVENUE, MORRISTOWN, NJ, 07960
- Phone
- 973-387-1080
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $795.0M
- Discretionary AUM
- $795.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 820
- Non-discretionary accounts
- 0
- Total accounts
- 820
- AUM per client
- $970K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $4.4M |
| Charitable organizations | 20 | $67.8M |
| High net worth individuals | 736 | $675.5M |
| Pension and profit sharing plans | 56 | $47.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.