MCBEATH FINANCIAL GROUP

Overview

Mcbeath Financial Group is an independent registered investment adviser that positions itself as a capital allocator for both individual and institutional clients. The firm leans heavily toward pooled public funds and index-style vehicles, using a fee model that includes a percentage of assets under management plus hourly and fixed-fee engagements. Its advisory services span financial planning, portfolio management for individuals and small businesses, institutional portfolio management, and the selection of outside advisers. Mcbeath also maintains an affiliation with an insurance company, indicating access to insurance-based solutions within client plans. Investment behavior is biased toward broad, liquid public markets — primarily ETFs and mutual funds — with a relatively small direct equity sleeve. The firm is not an active ESG investor and operates from a single-office structure, managing client mandates largely on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices