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Alfred Lee Mcintosh

Mcintosh Capital Advisors, Inc.

Los Angeles, CA

CRD 1375444

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Employer firm

Mcintosh Capital Advisors, Inc. CRD 131188

$56.6M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Mcintosh Capital Advisors, Inc.

2566 Overland Ave. Suite 695, Los Angeles, CA 90064-5602 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-20
TX RA APPROVED_RES 2022-12-12
  • CA RA
    APPROVED
    Since 2025-01-20
  • TX RA
    APPROVED_RES
    Since 2022-12-12

Branch Locations

2566 Overland Ave. Suite 695, Los Angeles, CA 90064-5602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcintosh Capital Advisors Los Angeles CA 10/1996 Present
  • 10/1996 → Present
    Mcintosh Capital Advisors
    Los Angeles, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-08-06
  • S63 Uniform Securities Agent State Law Examination
    1985-08-06
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

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