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Mdm Capital Advisors, LLC (Dallas)


Mdm Capital Advisors, LLC is a large advisory firm based in Dallas. It manages $65.76 million of regulatory assets for 147 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

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Mdm Capital Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mdm Capital Advisors: assets under management

The assets under management (AUM) of Mdm Capital Advisors, LLC is $65.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $65.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $447.37 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mdm Capital Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Mdm Capital Advisors, LLC performs its advisory services is located at 8618 Baltimore #201, Dallas, TX 75225 The mailing address of the firm is P.O. Box 12636, Dallas, TX 75225 0636. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-336-8187 or by fax 214-853-5035. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.mdmcapital.net.


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