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Mark Muecke Capital Management

Full company profile

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Namestring
Mark Muecke Capital Management
Legal namestring
Mark Muecke Capital Management, LLC
Websiteurl
markmuecke.com
Company typeenum
Private
Founded yearint
2017
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersSan Antonio, United States
HQ citystring
San Antonio
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management services, retirement planning, financial planning, investment advisory, company retirement plans
Industry2 codes
1Discretionary Portfolio Management (Retail)
CodeFSAAAAAHPrimaryYes
2Business Owner & Executive Financial Planning
CodeFSAEAAAOPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Investment Advisory Fees
TypeSubscription Recurring
Description

Fee-only investment advisory services. The company is described as a 'fee-only' investment advisor, meaning they are compensated directly by clients rather than through commissions on financial products. They also adhere to fiduciary standards requiring them to act in the best interest of clients.

markmuecke.com
Marketing channels2 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details1 tier
1Fee-only advisory services with personalized planning
ModelSubscriptionBilling cadenceAnnual
Notes

Specific fee amounts not publicly disclosed. The company operates as a fee-only advisor with fiduciary obligations.

markmuecke.com
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

Mark Muecke Capital Management is a fee-only registered investment adviser that delivers personalized wealth management, retirement planning, and financial planning services to private clients across the United States, using a rules-based investment model with systematic risk management. The firm also designs, implements, and manages employer-sponsored company retirement plans (401(k), Simple IRA, Profit Sharing) under ERISA fiduciary standards.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Mark Muecke Capital Management offers a unified wealth management service platform comprising four integrated offerings: Wealth Management (using a rules-based investment model with systematic risk management), Retirement Planning (behavioral counseling and investment plans), Financial Planning (fee-only fiduciary advisory with personalized plans), and Company Retirement Plans (401k, Simple IRA, and Profit Sharing Plan management). All services are delivered by a single registered investment adviser operating under the highest fiduciary standard.

Product and service1 record
1Wealth Management
Scale indicator2 records

Each record includes

Type, Value, Description, Source

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight2 records

Each record includes

Type, Description

Peers10 records
1Carson Group
TypeBroad incumbent
Description

National fee-only RIA and coaching community supporting thousands of financial advisors, with strong 401(k) and retirement plan practice. Comparable as a fee-only fiduciary RIA serving individual and business retirement plan clients, but operates at substantially greater scale.

2Creative Planning
TypeBroad incumbent
Description

One of the largest independent, fee-only RIAs in the U.S., headquartered in the Kansas City region with offices nationwide. Provides the same wealth management, retirement planning, and employer-sponsored plan services that Mark Muecke Capital Management offers, but at massively greater scale.

3Edelman Financial Engines
TypeBroad incumbent
Description

Largest independent RIA in the U.S., with a heavily differentiated retirement plan and 401(k) advisory franchise. Comparable as a fee-only RIA competing in both the individual wealth and employer retirement plan markets.

4Facet Wealth
TypeEmerging player
Description

Tech-enabled fee-only financial planning firm targeting mass-affluent clients nationwide with flat-fee advice. Comparable end-market (private individuals across the U.S.) and fee-only fiduciary model, though uses a digital-plus-advisor delivery model.

5Ronald Blue Trust
TypeDirect peer
Description

Fee-only, faith-based RIA providing comprehensive financial planning, investment management, and retirement plan services to individuals and families. Direct peer in services, fee structure, and fiduciary-only model.

6Mariner Wealth Advisors
TypeBroad incumbent
Description

National registered investment adviser serving individual investors, families, and institutional clients including retirement plans. Overlapping service lines in fee-only wealth, retirement, and 401(k) advisory; comparable as an incumbent RIA competitor.

7Buckingham Strategic Partners / Buckingham Strategic Wealth
TypeDirect peer
Description

Large fee-only RIA focused on evidence-based wealth management and retirement plan services, serving individual clients nationwide including in Texas. Directly comparable service offering (wealth, retirement, 401(k) advisory) with fee-only fiduciary positioning.

8Kercheville and Company
TypeDirect peer
Description

Fee-only RIA based in San Antonio, TX; the firm where founder Mark Muecke previously served as Senior Vice President for 16 years. Same market, same fee-only model, and serves as the most direct competitor and reference point for the subject company.

9Northwest Investment Advisors / similar Texas-based independent RIA
TypeRegional player
Description

Independent fee-only RIAs in Texas (e.g., Sanctuary Wealth's local affiliates, firms like Hightower or local San Antonio practices) directly compete for the same regional client base. Same geography and segment, but typically slightly larger or partner-owned.

10Sequoia Financial Group
TypeBroad incumbent
Description

National fee-only RIA delivering wealth management and retirement plan (including 401(k)) advisory services to individuals and plan sponsors. Overlapping service offering and fee-only fiduciary positioning.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature1 record

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance3 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Mark Muecke Capital Management

Wealth Managementmarkmuecke.com

Mark Muecke Capital Management firmographics

Firmographics
Name
Mark Muecke Capital Management
Legal name
Mark Muecke Capital Management, LLC
Website
https://markmuecke.com
Company type
Private
Founded year
2017
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

Mark Muecke Capital Management industry classification

Industry
Product category
Wealth Management
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Discretionary Portfolio Management (Retail) (FSAAAAAH)
akta.pro secondary industry
Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

  • Wealth management services
  • Retirement planning
  • Financial planning
  • Investment advisory
  • Company retirement plans

Where Mark Muecke Capital Management is headquartered

Location

Headquarters

HQ city
San Antonio
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Mark Muecke Capital Management business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Investment Advisory Fees: Fee-only investment advisory services. The company is described as a 'fee-only' investment advisor, meaning they are compensated directly by clients rather than through commissions on financial products. They also adhere to fiduciary standards requiring them to act in the best interest of clients.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualFee-only advisory services with personalized planning

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Mark Muecke Capital Management product offering

Product offering

Core offering

Mark Muecke Capital Management is a fee-only registered investment adviser that delivers personalized wealth management, retirement planning, and financial planning services to private clients across the United States, using a rules-based investment model with systematic risk management. The firm also designs, implements, and manages employer-sponsored company retirement plans (401(k), Simple IRA, Profit Sharing) under ERISA fiduciary standards.

Product overview

Mark Muecke Capital Management offers a unified wealth management service platform comprising four integrated offerings: Wealth Management (using a rules-based investment model with systematic risk management), Retirement Planning (behavioral counseling and investment plans), Financial Planning (fee-only fiduciary advisory with personalized plans), and Company Retirement Plans (401k, Simple IRA, and Profit Sharing Plan management). All services are delivered by a single registered investment adviser operating under the highest fiduciary standard.

Differentiator

Problem solved

Functional benefit

Products and services

  • Wealth Management

Companies that use Mark Muecke Capital Management

Customer profile

Segments2 records

Ideal customer profiles2 records

Mark Muecke Capital Management technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature1 record

Mark Muecke Capital Management partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves5 records

Expansion highlights2 records

Mark Muecke Capital Management competitors and assessment

Company assessment

Broad incumbents

  • Carson Group: National fee-only RIA and coaching community supporting thousands of financial advisors, with strong 401(k) and retirement plan practice. Comparable as a fee-only fiduciary RIA serving individual and business retirement plan clients, but operates at substantially greater scale.
  • Creative Planning: One of the largest independent, fee-only RIAs in the U.S., headquartered in the Kansas City region with offices nationwide. Provides the same wealth management, retirement planning, and employer-sponsored plan services that Mark Muecke Capital Management offers, but at massively greater scale.
  • Edelman Financial Engines: Largest independent RIA in the U.S., with a heavily differentiated retirement plan and 401(k) advisory franchise. Comparable as a fee-only RIA competing in both the individual wealth and employer retirement plan markets.
  • Mariner Wealth Advisors: National registered investment adviser serving individual investors, families, and institutional clients including retirement plans. Overlapping service lines in fee-only wealth, retirement, and 401(k) advisory; comparable as an incumbent RIA competitor.
  • Sequoia Financial Group: National fee-only RIA delivering wealth management and retirement plan (including 401(k)) advisory services to individuals and plan sponsors. Overlapping service offering and fee-only fiduciary positioning.

Emerging players

  • Facet Wealth: Tech-enabled fee-only financial planning firm targeting mass-affluent clients nationwide with flat-fee advice. Comparable end-market (private individuals across the U.S.) and fee-only fiduciary model, though uses a digital-plus-advisor delivery model.

Direct peers

  • Ronald Blue Trust: Fee-only, faith-based RIA providing comprehensive financial planning, investment management, and retirement plan services to individuals and families. Direct peer in services, fee structure, and fiduciary-only model.
  • Buckingham Strategic Partners / Buckingham Strategic Wealth: Large fee-only RIA focused on evidence-based wealth management and retirement plan services, serving individual clients nationwide including in Texas. Directly comparable service offering (wealth, retirement, 401(k) advisory) with fee-only fiduciary positioning.
  • Kercheville and Company: Fee-only RIA based in San Antonio, TX; the firm where founder Mark Muecke previously served as Senior Vice President for 16 years. Same market, same fee-only model, and serves as the most direct competitor and reference point for the subject company.

Regional players

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Mark Muecke Capital Management social profiles

Digital presence

Mark Muecke Capital Management compliance and trust

Trust signal

Compliance3 records

Mark Muecke Capital Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Mark Muecke Capital Management leadership team

Management profile

Number of profiles

Profiles1 record

Mark Muecke Capital Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Mark Muecke Capital Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mark Muecke Capital Management

What does Mark Muecke Capital Management do?

Mark Muecke Capital Management is a fee-only registered investment adviser that delivers personalized wealth management, retirement planning, and financial planning services to private clients across the United States, using a rules-based investment model with systematic risk management. The firm also designs, implements, and manages employer-sponsored company retirement plans (401(k), Simple IRA, Profit Sharing) under ERISA fiduciary standards.

Is Mark Muecke Capital Management a public or private company?

Mark Muecke Capital Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Mark Muecke Capital Management founded?

Mark Muecke Capital Management was founded in 2017. It employs 1 to 10 people.

Where is Mark Muecke Capital Management based?

Mark Muecke Capital Management is headquartered in San Antonio, United States, in the North America region.

How does Mark Muecke Capital Management make money?

One revenue line is on record: investment Advisory Fees.

Who are Mark Muecke Capital Management's main competitors?

Broad incumbents on record are Carson Group, Creative Planning, Edelman Financial Engines, Mariner Wealth Advisors and Sequoia Financial Group. Facet Wealth is listed as an emerging player. Direct peers are Ronald Blue Trust, Buckingham Strategic Partners / Buckingham Strategic Wealth and Kercheville and Company. Northwest Investment Advisors / similar Texas-based independent RIA is listed as a regional player.

Does Mark Muecke Capital Management have an API?

No public API is recorded for Mark Muecke Capital Management.

What industry is Mark Muecke Capital Management in?

Mark Muecke Capital Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail), with a secondary code of FSAEAAAO, Business Owner & Executive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.

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