$17.8M Total AUM
$17.8M Disc. AUM
-- 3Y CAGR
1 Employees
96 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- FrontierTimber oak +more
- Established Date
- 08-07-2020
- Office Locations
- 1
Office Locations
-- Allen TX
About Maguire Stewardship Partners
Maguire Stewardship Partners is an independent, fee-only fiduciary RIA led by founder and wealth advisor Phil Maguire. The firm delivers comprehensive planning—financial, investment, retirement, tax, insurance, education, and cash-flow budgeting—paired with portfolio construction. Investment decisions are guided by a client “Risk Number” questionnaire and a Retirement Map, with portfolios primarily implemented using ETFs.
Team overview
41 AVG AGE
$17.8M AVG AUM / ADVISOR
$185.8K AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
North ridge Bridge momentum
Client Personas
Pathway
Custodian
Value ember Optima Ridge radial Signal
Investment Themes
Momentum horizon Fusion Radial value
Investment Vehicles
Catalyst
Platform
Meridian quantum
Services
Oak matrix Beacon Glacier foundation Harbor pathway Capital zenith Meridian Legacy Foundation Value insight Optima meridian Atlas glacier Capital Prime unison
Technology
Pioneer Vector radial Wave timber Eagle element Legacy catalyst
Owner & Executives
PHILIP RODERICK MAGUIRE
Advisor, Chief Compliance Officer
- CRD
- #5492669
- Ownership
- 75% or more
(805) 525-9773
meridian.radial@foundationcapital.com
in linkedin.com/in/glacier-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,841,323 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,841,323 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,841,323
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,501,800,018 | 100.0% |
| Total | $6,501,800,018 | 100.0% |