$224.2M Total AUM
$217.9M Disc. AUM
-- 3Y CAGR
5 Employees
664 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-23-2008
- Office Locations
- 2
Office Locations
166 Turner DR Durango CO
166 Turner Drive Suite 100 Durango CO
About Mcalvany Wealth Management, LLC
McAlvany Wealth Management is a Durango, CO RIA providing wealth management with a risk-management focus and MAP Strategies hard-asset portfolios. The team emphasizes transparency and personalized portfolio construction, and publishes regular Hard Asset Insights plus weekly economic/geopolitical commentary led by CEO and portfolio manager David S. McAlvany. Custody includes Schwab and Interactive Brokers.
Team overview
54 AVG AGE
$44.8M AVG AUM / ADVISOR
$337.7K AVG AUM / CLIENT
13.2 yrs AVG TENURE
5 Employees
5 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Unison Signal zenith Timber Pioneer Quantum vital Value unison Delta
Custodian
Matrix Meridian meridian Bridge
Investment Themes
Capital Eagle
Investment Vehicles
Timber ridge
Services
Legacy glacier Delta Capital vital
Owner & Executives
DAVID SCOTT MCALVANY
GENERAL PARTNER, Partner
- CRD
- #4328592
- Ownership
- 50% but less than 75%
(982) 954-1999
matrix.alpha@pathwaycapital.com
in linkedin.com/in/frontier-ember
R
ROBERT KEITH DRAPER
Chief Compliance Officer, Portfolio Manager
- CRD
- #1707864
- Ownership
- Less than 5%
(830) 983-3864
value.harbor@bridgecapital.com
in linkedin.com/in/foundation-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $217,901,342 | $336,268 |
| Non-Discretionary | $6,329,264 | $395,579 |
| Total | $224,230,606 | $337,697 |
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Separately Managed Accounts
Total SMA Asset: $224,230,606
Equity - Exchange:
35.7% U.S. Government/Agency:
46.6% Cash:
17.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $839,117,250 | 35.7% |
| U.S. Government/Agency | $1,095,318,315 | 46.6% |
| Cash | $416,032,922 | 17.7% |
| Total | $2,350,468,487 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE PIONEER EMBER | SIGNAL MATRIX | IMC349L25 | MEOC | 3.04% | $52,190,354 |
| MERIDIAN PRIME | GLACIER GLACIER | V4R0PQ239 | HDYO | 8.88% | $19,959,777 |
| MATRIX CAPITAL | ALPHA ELEMENT | DEPB7UGKT | YTR | 2.33% | $38,292,461 |
| MERIDIAN VITAL | WAVE PRIME | HUN6RC58M | ENKVZ | 9.19% | $73,983,096 |
| ATLAS CREST | MOMENTUM EMBER | DRQBSM48E | ZIM | 5.03% | $60,679,838 |
| QUANTUM MATRIX EAGLE | WAVE RIDGE | O5U6SFQN5 | XNDP | 5.93% | $113,680,842 |
| BRIDGE DELTA CREST | WAVE EMBER | 8KPB0Y6VF | ZPU | 8.99% | $108,145,842 |
| LEGACY FOCUS | FRONTIER FOCUS | EPV5AK12P | AFB | 10.39% | $63,783,665 |