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MAY HILL CAPITAL, LLC

COHASSET, MA · CRD 332076 · IAPD ↗ · mayhillwealth.com · 781-454-6641

$548.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — MAY HILL CAPITAL, LLC crossed $500M in regulatory AUM ($380.7M -> $548.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
July 2025 — MAY HILL CAPITAL, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — MAY HILL CAPITAL, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2025 — MAY HILL CAPITAL, LLC now reports custody of client assets ($132.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
49
December 2024 — MAY HILL CAPITAL, LLC notice-filed in NH, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
December 2024 — MAY HILL CAPITAL, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
August 2024 — MAY HILL CAPITAL, LLC (COHASSET, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.