RIA Intel›Advisers›Nebraska›MCTAGGART CAPITAL, LLC

MCTAGGART CAPITAL, LLC

Advisory

NE

Data as of Feb 12, 2026 · Source: SEC Form ADV

Average account
$90K
across 23 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM
$2M
Discretionary %
100%
Clients
15
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients15
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNE
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NE

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

CANVAS RETIREMENT PLANNING LLC
$2M
TRJ WEALTH MANAGEMENT, INC.
$2M
ARMOURWEALTH MANAGEMENT, LLC
LINCOLN, NE
$3M
0.0% 1Y
RMR WEALTH CREATIONS, INC.
LINCOLN, NE
$2M
EVEREST INVESTMENT MANAGEMENT LLC
OMAHA, NE
$1M
-97.9% 1Y
CAMSTON ASSET MANAGEMENT, LLC
$908K

Get the full picture on MCTAGGART CAPITAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MCTAGGART CAPITAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans