Michael
Mccabe

Kera Capital Partners

CRD#6853524
Investment Advisor
in Bend, OR

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About this Advisor

Michael Mccabe is a financial advisor working in Bend, Oregon with 2 years of industry experience. Mccabe currently works for Kera Capital Partners. Mccabe has gained experience at Morgan Stanley, Mccabe & Totah, Llp, Ucla, Morgan Stanley Private Bank, N.A and Kera Capital Partners. Mccabe has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, Oregon, Texas and Utah. Kera Capital Partners is an advisory firm that has its headquarters in San Jose, CA. It has offices in 11 locations and a total of nine employees. It controls $167 million in assets across its 420 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 420 client accounts, 79% are held by high-net-worth clients who have greater than $1 million in investable assets. The business performs a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules largely depend on the financial services offered. Fees billed by Kera Capital Partners most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Bend, OR

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Kera Capital Partners Brokerage Details

Total Assets Under Management

$166,700,527

OR Average: $7,578,581,321
Total Number of Employees

9

OR Average: 43
Total Number of Accounts

420

OR Average: 3,727
Average Account Size

$396,906

OR Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Michael Mccabe Work History

Michael has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Kera Capital Partners

2019 - Present (5 years)

Morgan Stanley Private Bank, N.A

2019 - 2021 (2 years)

Morgan Stanley Private Bank, N.A

2018 - 2021 (3 years)

Morgan Stanley

2017 - 2018 (1 year)

Morgan Stanley

2016 - 2017 (1 year)

Mccabe & Totah, Llp

2012 - 2016 (4 years)

Ucla

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Mccabe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kera Capital Partners

Bryan Buchert
Sacramento, CA
Jeffrey White
San Francisco, CA
Michael Mccabe
Bend, OR
Henry Hien Phan
San Jose, CA
Jadon Dailey
San Jose, CA
Matthew Komer
Mokena, IL
Vincci Ma
Daly City, CA
G-Woon Choe
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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