Mcguire Capital Advisors, Inc.
Firm details
- Headquarters
- Bethany, Oklahoma
- CRD number
- 164549
- Registered since
- July 11, 2025
- Website
- www.mcguirecap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals59.46%
- HNWI38.27%
- Corporations / Businesses2.25%
- Charitable Organizations0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Mcguire Capital Advisors, Inc. is an individually owned, corporation-structured wealth manager operating as a non-independent retail RIA that serves both private individuals and institutional clients. The firm charges fees based on a percentage of assets under management and provides portfolio management for individuals, small businesses, and for business or institutional investors. It also sources and selects external advisers, functioning as a capital allocator. Mcguire does not position itself as an active ESG investor and appears to operate primarily within a single state jurisdiction.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities58%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
3 of 4
Justin Dodson
Senior Vice PresidentCRD 7902852
M. Mcguire
PresidentCRD 6439182
Michael Mcguire
President & FounderCRD 2106287
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 360Active vs passive
$52.2M in ETFs
68%
$35.6M
28%
$16.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $5.7M | 8,750 | 11.00% |
Location
Bethany, OK
Oklahoma
Location
Bethany, OK
Headquartered in Bethany, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 6632 Nw 39th Expy
- Time zone
- CT (UTC-6)
- Office locations
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