Overview
Assets Under Management: $201 million
Headquarters: BETHANY, OK
High-Net-Worth Clients: 32
Average Client Assets: $2.5 million
Frequently Asked Questions
MCGUIRE CAPITAL ADVISORS, INC. 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 #164549), MCGUIRE CAPITAL ADVISORS, INC. is subject to fiduciary duty under federal law.
MCGUIRE CAPITAL ADVISORS, INC. is headquartered in BETHANY, OK.
MCGUIRE CAPITAL ADVISORS, INC. serves 32 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, MCGUIRE CAPITAL ADVISORS, INC. offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MCGUIRE CAPITAL ADVISORS, INC. manages $201 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, MCGUIRE CAPITAL ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.35%
Average Client Assets: $2.5 million
Total Client Accounts: 2,017
Discretionary Accounts: 2,017
Regulatory Filings
CRD Number: 164549
Filing ID: 2055087
Last Filing Date: 2026-03-24 08:18:50