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G. Dewayne Mcanally

G. Dewayne Mcanally. CRD 118511

G. Dewayne Mcanally logo

CRD: 118511

G. Dewayne Mcanally

Oklahoma City, OK, 73142
4057281649
www.gdmcanally.com
$170.1M Total AUM
$170.1M Disc. AUM
8.8% 3Y CAGR
6 Employees
399 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
OakVector capital
Established Date
04-25-2011
Office Locations
1

Office Locations

5120 Gaillardia Corporate Pl. Suite B Oklahoma City OK

About G. Dewayne Mcanally

G. DeWayne McAnally, LLC is an Oklahoma City RIA providing financial planning and portfolio management for families and business owners. Led by President G. DeWayne McAnally, CFP, and CIO Grant R. Milner, CFA, the firm builds tailored plans and asset-allocation portfolios using vehicles such as ETFs, mutual funds, and fixed income. Custody is supported via Charles Schwab & Co., and the firm publishes ongoing client education content.

Team overview

73 AVG AGE
$56.7M AVG AUM / ADVISOR
$426.3K AVG AUM / CLIENT
13.4 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Matrix Insight ridge Legacy unison Vital timber Bridge Optima Oak insight Harbor quantum Wave Momentum signal

Client Personas

Signal Value

Custodian

Glacier vertex Atlas atlas Zenith glacier Vector signal Meridian frontier Oak signal Vertex summit

Investment Themes

Unison oak Crest Prime glacier Glacier pioneer Oak Frontier

Investment Vehicles

Vertex

Platform

Delta pathway

Services

Glacier Capital pioneer Ridge Unison fusion Wave frontier Horizon Timber capital Insight fusion Capital Summit radial

Technology

Value Bridge

Owner & Executives

G

GARY DEWAYNE MCANALLY

Chief Compliance Officer, President, Registered Investment Advisor

CRD
#726867
Ownership
50% but less than 75%
(252) 582-4374
ember.horizon@vectorcapital.com
in linkedin.com/in/catalyst-value
G

GRANT RICHARD MILNER

Chief Investment Officer, Investment Advisor Representative

CRD
#5467184
Ownership
25% but less than 50%
(553) 837-3493
eagle.horizon@optimacapital.com
in linkedin.com/in/wave-vital

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Contacts

J

JENNA RUTH MCALISTER

Investment Advisor Representative

CRD
#5417512
(967) 461-7682
oak.ridge@zenithcapital.com
in linkedin.com/in/glacier-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-03-2022
09-26-2023
10-14-2024
09-30-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $170,109,509 $188,174
Non-Discretionary $0 --
Total $170,109,509 $188,174

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Separately Managed Accounts

Total SMA Asset: $170,109,509

$170.1M Total SMA
Public Funds:
10.6%
Municipal Bonds:
28.5%
Cash:
17.1%
Equity - Exchange:
17.3%
Private Funds:
13.9%
U.S. Government/Agency:
12.6%
Asset class Assets Assets %
Public Funds $393,780,525 10.6%
Municipal Bonds $1,058,749,525 28.5%
Cash $635,249,715 17.1%
Equity - Exchange $642,679,536 17.3%
Private Funds $516,372,575 13.9%
U.S. Government/Agency $468,078,738 12.6%
Total $3,714,910,614 100.0%

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