Max McGrail
MMM Capital Ventures · Huntington Beach, California
Max McGrail is a fee-only financial advisor at MMM Capital Ventures in Huntington Beach, California. MMM Capital Ventures reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | MMM Capital Ventures |
|---|---|
| Based in | Huntington Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $200K across 33 accounts |
| SEC registration | Investment adviser representative in CA, NJ · CRD 7273638 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mmmcapitalventures.com |
| Profile |
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Questions about Max
Is Max McGrail a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Max holds no broker registration, and MMM Capital Ventures reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Max charge for financial advice?
Max's firm, MMM Capital Ventures, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Max McGrail based?
Max McGrail is based in Huntington Beach, California.
Is Max McGrail registered with the SEC?
Yes. Max McGrail is registered as an investment adviser representative in CA and NJ (CRD 7273638), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MMM Capital Ventures manage?
MMM Capital Ventures reports $200K across 33 accounts in assets under management.
How do I contact Max McGrail?
Through Max's website, www.mmmcapitalventures.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- MMM Capital Ventures website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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