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MCNEILL CAPITAL, LLC

SARATOGA SPRINGS, NY · CRD 154517 · IAPD ↗ · mcneillcapital.com · 518-364-7899

$40.6MRegulatory AUM
1Advisory reps
1Employees
38Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2025 — MCNEILL CAPITAL, LLC changed its website from truelivingfinancial.com to mcneillcapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2025 — TRUE LIVING FINANCIAL is now doing business as MCNEILL CAPITAL, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
March 2024 — TRUE LIVING FINANCIAL (SARATOGA SPRINGS, NY) is newly SEC-registered with $30.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.