Peter McRae
Mcrae Capital Management · Ketchum, Idaho
Peter McRae is a fee-only financial advisor at Mcrae Capital Management in Ketchum, Idaho. Mcrae Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Mcrae Capital Management |
|---|---|
| Based in | Ketchum, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $19.7M across 35 accounts |
| SEC registration | Investment adviser representative in ID, WA · CRD 848298 |
| Exams passed | Series 63 (1985) · Series 65 (1993) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Peter's firm compares
- Mcrae Capital Management's average account is about $562,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Peter
Is Peter McRae a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Mcrae Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Mcrae Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Peter McRae based?
Peter McRae is based in Ketchum, Idaho.
Is Peter McRae registered with the SEC?
Yes. Peter McRae is registered as an investment adviser representative in ID and WA (CRD 848298), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Mcrae Capital Management manage?
Mcrae Capital Management reports $19.7M across 35 accounts in assets under management.
How do I contact Peter McRae?
Contact details aren't on file yet. Search for Mcrae Capital Management.
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
- 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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