G
CRD: 118259
Gump AND Mchugh Asset Management
Colorado Springs, CO
7196321134
$65.4M Total AUM
$65.4M Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-28-2001
- Office Locations
- 1
Office Locations
-- Colorado Springs CO
About Gump AND Mchugh Asset Management
Gump AND Mchugh Asset Management is a Colorado Springs-based RIA. The firm has been operating for 25 years. Managing $65.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
64 AVG AGE
$32.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
21.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
North Catalyst alpha Eagle Meridian wave Harbor momentum Momentum
Client Personas
Quantum
Investment Themes
Crest insight Oak Radial Timber glacier Optima matrix
Investment Vehicles
Crest signal
Platform
Capital insight
Services
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Owner & Executives
DWAIN GUMP
PARTNER
- CRD
- #1085383
- Ownership
- 50% but less than 75%
(205) 485-5759
catalyst.legacy@capitalcapital.com
in linkedin.com/in/peak-element
C
CHRISTINE LYNN MCHUGH
Partner
- CRD
- #1083985
- Ownership
- 50% but less than 75%
(530) 827-9193
radial.alpha@focuscapital.com
in linkedin.com/in/pathway-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,394,522 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,394,522 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,394,522
Equity - Exchange:
21.2% Cash:
23.3% Public Funds:
20.7% Corporate - Investment Grade:
11.9% Corporate - Non-Investment Grade:
11.4% Municipal Bonds:
11.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $387,014,346 | 21.2% |
| Cash | $425,350,673 | 23.3% |
| Public Funds | $377,886,649 | 20.7% |
| Corporate - Investment Grade | $217,239,185 | 11.9% |
| Corporate - Non-Investment Grade | $208,111,488 | 11.4% |
| Municipal Bonds | $209,937,027 | 11.5% |
| Total | $1,825,539,368 | 100.0% |