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The fee is billed in advance and is negotiable.","source":"MCRAE FORM ADV PART 2A 3/2026, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does McRae Capital Management use?","answer":"McRae Capital Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $748M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does McRae Capital Management have?","answer":"McRae Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does McRae Capital Management invest in?","answer":"At the end of its last fiscal year, McRae Capital Management’s separately managed accounts held 64% exchange-traded equities, 12% investment grade corporate bonds, 11% U.S. government and agency bonds, 8% cash and equivalents, 4% registered funds (mutual funds, ETFs, BDCs) 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns McRae Capital Management?","answer":"McRae Capital Management’s direct owners are Roderick McRae III (50% to 75%) and Peter McRae (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does McRae Capital Management get paid?","answer":"McRae Capital Management is paid through a percentage of assets under management and fixed fees. 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