Overview
Assets Under Management: $287 million
Headquarters: NORMAL, IL
High-Net-Worth Clients: 97
Average Client Assets: $2.4 million
Frequently Asked Questions
MCBEATH FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167188), MCBEATH FINANCIAL GROUP is subject to fiduciary duty under federal law.
MCBEATH FINANCIAL GROUP is headquartered in NORMAL, IL.
MCBEATH FINANCIAL GROUP serves 97 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, MCBEATH FINANCIAL GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MCBEATH FINANCIAL GROUP manages $287 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, MCBEATH FINANCIAL GROUP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.77%
Average Client Assets: $2.4 million
Total Client Accounts: 680
Discretionary Accounts: 680
Regulatory Filings
CRD Number: 167188
Filing ID: 2055513
Last Filing Date: 2026-03-11 14:56:01