Macallen Capital LLC is a registered investment advisor founded in February 2026 and located in Phoenix, Arizona. Led by founder and Chief Compliance Officer Mark Sanaiha, Macallen Capital offers personalized investment management and financial planning services to individuals, families, and high-net-worth clients. The firm builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and options, and may utilize third-party money managers and model marketplaces when appropriate. In addition to managing investments, Macallen Capital provides comprehensive ongoing financial planning and project-based financial planning covering areas such as retirement, cash flow, tax strategies, estate planning, insurance, and risk management. Macallen Capital operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees are negotiable and household accounts may be aggregated.