$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
Client Personas
Quantum
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 |