— Get in Touch

Let’s Start a
Conversation

With deep roots in wealth management and multi-family office services, we deliver institutional-caliber investment strategy to families, business owners, and private investors. Introductory conversations are confidential and carry no obligation.

— Contact Information

McNeill Capital, LLC

We work with a carefully selected client base. Every engagement involves direct access to Adam McNeill, with no relay through a service team or associate.

OFFICE ADDRESS

125 High Rock Avenue, Suite 205,
Saratoga Springs, NY 12866

EMAIL

adam@mcneillcapital.com

PHONE

(518) 364-7899

CLIENT PORTAL

Access via Charles Schwab →

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Your information is kept strictly confidential and will not be shared with third parties.

— Resources

Client Resources & Regulatory Information

Client Portal

Access your investment accounts, statements, and performance reporting through our secure Charles Schwab client portal.

Form CRS & Disclosures

Review our Client Relationship Summary (Form CRS) and regulatory disclosures as required by the SEC.