MCRAE CAPITAL MANAGEMENT INC.

CRD 104567File 801-15717

APPROVED

Retail clients

Filing as of Sep 21, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$795.0M

Above cohort median (national)

Discretionary AUM

$795.0M

Clients

820

820 accounts

Employees

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
Website: HTTP://WWW.MCRAECAPITAL.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	839	820	decreased by19
Apr 1, 2026	AUM	$815,751,011	$795,025,614	decreased by$20,725,397
Apr 1, 2026	Accounts	842	820	decreased by22
May 1, 2025 vs Oct 1, 2022	Clients	777	839	increased by62
May 1, 2025 vs Oct 1, 2022	AUM	$667,896,289	$815,751,011	increased by$147,854,722
May 1, 2025 vs Oct 1, 2022	Accounts	777	842	increased by65
Apr 1, 2022	Clients	746	777	increased by31
Apr 1, 2022	AUM	$561,809,123	$667,896,289	increased by$106,087,166
Apr 1, 2022	Accounts	746	777	increased by31
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MCRAE CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MCRAE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

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.