Mcbeath Financial Group
Firm details
- Headquarters
- Normal, Illinois
- CRD number
- 167188
- Registered since
- June 6, 2024
- Website
- mcbeathfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.77%
- Individuals20.1%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Mcbeath Financial Group is an independent registered investment adviser that describes itself as a capital allocator to both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses, and institutional/business clients, and it also performs selection-of-other-advisers work. Fee arrangements include percentage-of-AUM pricing plus hourly and fixed-fee engagements. The adviser reports an affiliation with an insurance company and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities5%
- Cash & Cash Equivalents1%
Contacts
3 of 7
Krista Mcbeath
Founder and PresidentCRD 4321349
Robert Mcbeath
Vice President, Investment Advisor RepresentativeCRD 6757523
Julie Karstens
Financial PlannerCRD 7504756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$420M in ETFs
81%
$340M
15%
$80.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $54.4M | 79,181 | 12.95% |
Location
Normal, IL
Mclean
Location
Normal, IL
Headquartered in Normal, IL, anchoring the Bloomington-Pontiac, IL metro in the Midwest.
- Metro area
- Bloomington-Pontiac, IL
- Region
- Midwest
- County
- Mclean
- Address
- 203 Landmark Dr
- Time zone
- CT (UTC-6)
- Office locations
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