MCG Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
MCG Advisors reports 238 clients. They include 158 high-net-worth individuals and 80 individual clients. Of its assets, 100.0% ($306M across 660 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 34% | 76% |
| High-net-worth individuals | 66% | 24% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 80 | $234M | 76.4% | $2.93M |
| High-net-worth individuals | 158 | $72.1M | 23.6% | $456K |
| Total | 238 | $306M | 100% | $1.29M |
- Clients
- 80
- Regulatory AUM
- $234M
- AUM share
- 76.4%
- Avg. per client
- $2.93M
- Clients
- 158
- Regulatory AUM
- $72.1M
- AUM share
- 23.6%
- Avg. per client
- $456K
Total
- Clients
- 238
- Regulatory AUM
- $306M
- AUM share
- 100%
- Avg. per client
- $1.29M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
MCG Advisors charges 0.50%–1.50% a year for its Wealth Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.25% |
| $1M–$2M | 1.00% |
| $2M–$3M | 0.95% |
| $3M–$4M | 0.85% |
| $4M–$6M | 0.75% |
| $6M–$8M | 0.65% |
| $8M–$10M | 0.55% |
| $10M and above | 0.50% |
Fee details and sources
Mardin Capital Group LLC owns 75% or more of MCG Advisors and is in turn owned by Anthony Zanetti (50–75%) and Robert Kintz (25–50%). It has 6 employees, 3 of them in advisory roles.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of MCG Advisors LLC
Mardin Capital Group LLC
Control person · since April 2026
- Owns 50% to 75% of Mardin Capital Group LLC
Anthony Zanetti
Control person · since May 2025
- Owns 25% to 50% of Mardin Capital Group LLC
Robert Kintz
Control person · since May 2025
Kathryn Chase
Partner, member · Control person · since May 2025
Besides its headquarters, MCG Advisors has 3 offices (3 private residences, listed without an address), with 1 listed address in 1 state.
New Hampshire · 1 listed address
- 6 Airfield Drive, Suite 203, RyeHQ
Contact and registration details
- Legal name
- MCG Advisors LLC
- Headquarters
- 6 Airfield Drive, Suite 203, Rye, NH 03870
- Website
- mardincapitalgroup.com
- Phone
- 603-766-4700
- @mardin-capital-group
- SEC file
- 801-136300
- Structure
- New Hampshire LLC
- Fiscal year end
- December
MCG Advisors’ named custodian for separately managed accounts is Altruist ($306M). MCG Advisors does not have custody of client assets.
- AltruistAltruist Financial LLC · Dallas, TX · $306M100%
At year end, MCG Advisors’ separately managed accounts were mostly in funds (89%).
What the accounts hold
- Stocks6%
- Funds89%
- Bonds4%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash2%
How many clients does MCG Advisors have?
MCG Advisors has 238 clients and manages $306 million for them, as of August 2026. They include 158 high-net-worth individuals and 80 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does MCG Advisors offer?
MCG Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does MCG Advisors charge?
MCG Advisors charges 0.50%–1.50% a year for its Wealth Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.
Source: 2026-08-13 MCG ADVISORS FORM ADV PART 2A, filed 13 August 2026
Which custodians does MCG Advisors use?
MCG Advisors’ separately managed account assets are held at Altruist Financial LLC (Dallas, TX), with $306M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026
How many financial advisors does MCG Advisors have?
MCG Advisors has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does MCG Advisors invest in?
At the end of its last fiscal year, MCG Advisors’ separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 2% investment grade corporate bonds, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns MCG Advisors?
MCG Advisors is owned through a holding company by Anthony Zanetti and Robert Kintz. Its direct owner is Mardin Capital Group LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026
How does MCG Advisors get paid?
MCG Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact MCG Advisors?
MCG Advisors’ main office is at 6 Airfield Drive, Suite 203, Rye, NH 03870. Its phone number is 603-766-4700. Its website is mardincapitalgroup.com.