MCGOWAN GROUP ASSET MANAGEMENT, INC.

RIASEC RegisteredEst. 2010
Total AUM
$1.1B
Discretionary
$1B
92% of AUM
Avg account
$227K
Accounts
4,773
Employees
9
Advisory reps
8

Firm details

Headquarters
DALLAS, Texas
CRD number
154127
Registered since
July 14, 2010
Website
themcgowangroup.com
Custodians
PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI79.55%
  • Individuals16.21%
  • Charitable Organizations2.17%
  • Corporations / Businesses1.36%
  • Pension & Profit Sharing Plans0.7%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Mcgowan Group Asset Management, Inc. is a SEC-registered investment adviser since 2010 that provides portfolio management primarily to individuals, families and small businesses. The firm operates as a corporation and is owned by a domestic entity and/or individual. Its business model is fee-based, charging a percentage of assets under management. Mcgowan Group serves both individual/family and institutional clients, and does not position itself as an ESG-focused manager, multi-state adviser, pension consultant or capital allocator. The firm was recognized by Forbes in 2024 on a Top RIA Firms list.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 41%, Cash & Cash Equivalents 13%, State & Local Bonds 1%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities41%
  • Cash & Cash Equivalents13%
  • State & Local Bonds1%

Owners & executives

1 of 1

  • ANDREW WARNING

    Chief Compliance OfficerCRD 3211861

Contacts

3 of 7

  • ALEXANDER TOLLEN

    Director of Client DevelopmentCRD 2014158

  • ANDREW ORTON

    Director of ResearchCRD 2710200

  • SPENCER MCGOWAN

    OwnerCRD 1546977

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 14

Active vs passive

$49.9M in ETFs

Passive

20%

$9.8M

Active

39%

$40.1M

ETFProviderStyleCategoryValueShares% of portfolio
VICTORYSHARES INTERNATIONAL FREE CASH FLOW ETF (IFLO)VictoryShares$20.6M659,91941.20%
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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
300 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth