Investment adviser representative · McMahan Capital Management
Katie J. Ross
CRD 6756372 · Carmel, IN
At a glance
Katie J. Ross is an investment adviser representative with McMahan Capital Management in Carmel, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Katie’s SEC record dates to 2017, about 9 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- McMahan Capital ManagementSince February 2024Carmel, IN · $136M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Katie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at McMahan Capital Management
- Jeff A. McMahanCarmel · Certified Financial Planner
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