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MCINTOSH CAPITAL ADVISORS, INC.
CRD 131188
2566 OVERLAND AVE., SUITE 695, LOS ANGELES, CA, 90064-5602, United States
Phone
310-470-4056
Fax
424-360-1103
Registration
— (—)
Source
State registered
Total AUM
$56.6M
Discretionary AUM
$56.6M
Team
2 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $18.1M |
| High net worth individuals | 27 | $38.3M |
All web addresses on file
Official SEC filing: View on IAPD