RIA Intel›Advisers›South Carolina›M CAPITAL WEALTH MANAGEMENT, LLC

M CAPITAL WEALTH MANAGEMENT, LLC

Advisory

CHERAW, SC

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in SC
#182
of 188 advisers by AUM
AUM change, 1 year
+13.0%
56th percentile in SC
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$265K
across 187 accounts
AUM per adviser
$25M
2 advisers
Filing history
7
filings since 2010

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM
$50M
1-Year AUM Growth
+13.0%
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$50M
Discretionary AUM$50M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients72
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record7
First FilingDec 3, 2010
Latest FilingMar 3, 2026
Full AUM trend chart and 7 historical filings spanning 16+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InSC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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