DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Mcmahan Capital Management
Legal name Mcmahan Capital Management LLC
Latest filing Mar 20, 2026
First filing on the tape Feb 21, 2012 · 8 filings
SEC status approved since Nov 27, 2024
RAUM
$136M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$136M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$67.9M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$136M as of Mar 20, 2026
Mar 12, 2012$55.7M then
HNW client RAUM$131M as of Mar 20, 2026
Mar 13, 2025$112M then
State-registered IARs (5.B.3)2 as of Mar 20, 2026
Mar 12, 20120 then
Employees (5.A)2 as of Mar 20, 2026
Mar 13, 20252 then
Private funds: no history
RAUM +17% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $67.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 22derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.2MderivedHNW RAUM over HNW clients
- Average account
- $3.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.5%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$131M97%
- Individuals$4.5M3.3%
- Individual clients
- 12reported
- HNW clients
- 31reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 43reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeff Alan McmahanCertified Financial Planner | Carmel, In | Dec 8, 1998 | 38 y | 0 |
| Katie Jo RossCertified Financial Planner | Carmel, In | Feb 4, 2024 | 10 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Katie Jo Ross from Schwab Wealth Advisory, Inc.Feb 4, 2024 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Alan Jeff Mcmahan · Principal/Owner/Chief Compliance Officercontrolsince 03/2000 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Carmel, In · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 40 to 43Mar 13, 2025 to Mar 20, 2026
- HNW clients · 26 to 31Mar 13, 2025 to Mar 20, 2026
- Individual clients · 14 to 12Mar 13, 2025 to Mar 20, 2026
- Discretionary RAUM · $116M to $136MMar 13, 2025 to Mar 20, 2026
- HNW RAUM · $112M to $131MMar 13, 2025 to Mar 20, 2026
- Individual RAUM · $3.9M to $4.5MMar 13, 2025 to Mar 20, 2026
- RAUM · $116M to $136MMar 13, 2025 to Mar 20, 2026
- Accounts · 36 to 40Dec 4, 2024 to Mar 13, 2025
- HNW clients · 15 to 26Dec 4, 2024 to Mar 13, 2025
- Individual clients · 15 to 14Dec 4, 2024 to Mar 13, 2025
- Financial planning clients · 0 to 0Dec 4, 2024 to Mar 13, 2025
- Discretionary RAUM · $112M to $116MDec 4, 2024 to Mar 13, 2025
- HNW RAUM · $107M to $112MDec 4, 2024 to Mar 13, 2025
- Individual RAUM · $5.1M to $3.9MDec 4, 2024 to Mar 13, 2025
- RAUM · $112M to $116MDec 4, 2024 to Mar 13, 2025
- Advisory employees · unset to 2.0Mar 27, 2012 to Oct 30, 2024
- Advisory activities · 2 to 1Mar 27, 2012 to Oct 30, 2024
- Business name · MCMAHAN CAPITAL MANAGEMENT LLC to MCMAHAN CAPITAL MANAGEMENTMar 27, 2012 to Oct 30, 2024
- HNW clients · unset to 15.0Mar 27, 2012 to Oct 30, 2024
- Individual clients · unset to 15.0Mar 27, 2012 to Oct 30, 2024
- Employees · unset to 2.0Mar 27, 2012 to Oct 30, 2024
- Financial planning clients · 26-50 to 0Mar 27, 2012 to Oct 30, 2024
- State-registered IARs · 0 to 2Mar 27, 2012 to Oct 30, 2024
- Other offices · unset to 0.0Mar 27, 2012 to Oct 30, 2024
- Discretionary RAUM · $55.7M to $112MMar 27, 2012 to Oct 30, 2024
- HNW RAUM · unset to 107348047.0Mar 27, 2012 to Oct 30, 2024
- Individual RAUM · unset to 5109369.0Mar 27, 2012 to Oct 30, 2024
- RAUM · $55.7M to $112MMar 27, 2012 to Oct 30, 2024
- Advisory activities · 4 to 2Mar 13, 2012 to Mar 27, 2012
- Accounts · 35 to 36Feb 21, 2012 to Mar 12, 2012
- Discretionary RAUM · $56.2M to $55.7MFeb 21, 2012 to Mar 12, 2012
- RAUM · $56.2M to $55.7MFeb 21, 2012 to Mar 12, 2012
Signals
1 dated events
- Mcmahan Capital Management filed its initial SEC registration (Form ADV)Oct 30, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 317-573-2202reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 317-637-0914reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- MCMAHANCAPITAL.NETreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 317-573-2202reportedpublic record, Form ADV, Mar 20, 2026
- Contact form
- mcmahancapital.net/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- mcmahancapital.net/teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $67.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026