Sean
Mcmahon

Kennedy Capital Management

CRD#6459081
Investment Advisor
in Saint Louis, MO

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About this Advisor

Sean Mcmahon is a financial advisor based out of Saint Louis, Missouri with a total of 8 years of relevant experience. Mcmahon currently works for Kennedy Capital Management. Over the course of their career, they have held roles at Kennedy Capital Management. Mcmahon has a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Missouri and Texas. Kennedy Capital Management is a registered investment company based in Saint Louis, MO. It has $4 billion in total assets across its 173 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 20 charitable organizations. Of its 173 client accounts, 34% belong to high-net-worth investors who have more than $1 million in assets. The business performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Kennedy Capital Management typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

10829 Olive Boulevard Suite 100
Saint Louis, MO 63141

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Kennedy Capital Management Brokerage Details

Total Assets Under Management

$3,721,608,110

MO Average: $11,469,110,461
Total Number of Employees

43

MO Average: 458
Total Number of Accounts

173

MO Average: 33,415
Average Account Size

$21,512,186

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Sean Mcmahon Work History

Sean has been registered as a financial advisor for 8 years.*

2023 - Present (1 year)

Kennedy Capital Management

2005 - 2022 (17 years)

Kennedy Capital Management

*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 Sean Mcmahon 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 Kennedy Capital Management

Joyce Butler
Saint Louis, MO
Patrick Mosman
Saint Louis, MO
James Dunnegan
Saint Louis, MO
Thomas Leritz
Saint Louis, MO
Mcafee Burke
Saint Louis, MO
Gary Kauppila
Saint Louis, MO
Donald Cobin
Saint Louis, MO
Michael Bertz
Saint Louis, MO

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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