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Paul Mcintyre

41 Years of Experience
McMinnville, OR
1 DisclosureBroker

Paul Mcintyre is a registered investment advisor at Fiduciary Capital Management LLC, based in McMinnville, OR, with 41 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 5 more. Their firm serves 74 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
74 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$149.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual investment advisory fee is 2.50%. Specific fees are negotiated and outlined in the client agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

McMinnville, OR

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2026
Pending
Other Business Activities

Paul is a FINRA arbitrator, dedicating a few hours per week to this non-investment related activity. He is also the president of First Oregon LLC, a private fund data reporting company, spending about a quarter of his time on this endeavor.

Employment History
Current Registrations
Fiduciary Capital Management LLC
April 2026 - Present · 6 mos
Msc - Bd, LLC
June 2007 - Present · 19 yrs 4 mos
Msc - Bd, LLCBroker
June 2007 - Present · 19 yrs 4 mos
Previous Registrations
First Oregon, LLC
February 2025 - May 2025 · 3 mos
Dst Investments, LLC
February 2020 - June 2021 · 1 yr 4 mos
Namcoa
March 2012 - May 2026 · 14 yrs 2 mos
SnlBroker
October 2006 - July 2007 · 9 mos
Raike Financial Group INC.Broker
December 2005 - September 2006 · 9 mos
Naples Asset Management CO., LLC
March 2005 - December 2011 · 6 yrs 9 mos
First Florida Securities, INC.Broker
June 2003 - June 2005 · 2 yrs
Mcdonald Investments INC.
January 2002 - July 2003 · 1 yr 6 mos
Mcdonald Investments INC.Broker
January 2002 - July 2003 · 1 yr 6 mos
Linsco/private Ledger CORP.Broker
April 2001 - April 2001 · 0 mos
Fsc Securities CorporationBroker
January 2001 - February 2001 · 1 mo
Triad Advisors, INC.Broker
November 2000 - January 2001 · 2 mos
Lockwood Financial Services, INC.Broker
April 2000 - August 2000 · 4 mos
Prudential Investment Management Services LLCBroker
January 1999 - February 2000 · 1 yr 1 mo
Bisys Fund Services Limited PartnershipBroker
May 1998 - September 1998 · 4 mos
Evergreen Investment Services, INC.Broker
March 1995 - March 1998 · 3 yrs
Alliance Fund Distributors, INC.Broker
January 1993 - December 1994 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1990 - November 1992 · 2 yrs 4 mos
Shearson Lehman Hutton INC.Broker
February 1988 - February 1989 · 1 yr
E. F. Hutton & Company INCBroker
March 1987 - February 1988 · 11 mos
Prudential-Bache Securities INC.Broker
December 1983 - March 1987 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1982 - December 1983 · 1 yr 11 mos
Security First Financial, INC.Broker
November 1981 - October 1985 · 3 yrs 11 mos
State Registrations6 states
CAFLILNCORWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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