A
$33.2M Total AUM
$33.2M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-31-2007
- Office Locations
- 1
Office Locations
100 Ginger Court Southlake TX
About Arcon Wealth Management
Arcon Wealth Management is a Southlake-based RIA. The firm has been operating for 19 years. Managing $33.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
44 AVG AGE
$33.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
19.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Eagle
Investment Themes
Harbor Ridge
Investment Vehicles
Vector
Services
Glacier atlas Wave eagle Focus Prime capital Signal insight
Owner & Executives
M
MATTHEW RUFFIN MCKINNEY
Investment Advisor, President
- CRD
- #4238725
- Ownership
- 75% or more
(472) 777-1802
glacier.matrix@alphacapital.com
in linkedin.com/in/pathway-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,242,652 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,242,652 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,242,652
Public Funds:
17.6% Cash:
25.1% Equity - Exchange:
16.7% Municipal Bonds:
19.2% U.S. Government/Agency:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $476,090,743 | 17.6% |
| Cash | $678,970,320 | 25.1% |
| Equity - Exchange | $451,745,193 | 16.7% |
| Municipal Bonds | $519,371,719 | 19.2% |
| U.S. Government/Agency | $578,883,062 | 21.4% |
| Total | $2,705,061,037 | 100.0% |