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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-17-2013
- Office Locations
- 1
Office Locations
About Mcbeath Financial Group
McBeath Financial Group is an independent, fiduciary RIA in Normal, IL serving high net-worth individuals and families (typically $500k+ investable). The firm provides holistic wealth management and financial planning—retirement and legacy planning, tax-aware investment strategy, cash-flow projections, and estate planning—paired with ongoing monitoring and adjustments as circumstances change. Named a 2025 Pantagraph Readers’ Choice Best Financial Planning Office in the Bloomington-Normal area.
Reported data analysis
What the numbers show
Between May 14, 2025 and June 25, 2026, reported AUM increased 28.6%, from $223.2M to $287.0M.
Across 3 reported observations, AUM increased 79.2% between May 13, 2024 and June 25, 2026, from $160.2M to $287.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 237 clients, or 29.6 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on June 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
KRISTA DAWN MCBEATH
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4321349
- Ownership
- 75% or more
ROBERT LAVERN MCBEATH
VICE PRESIDENT
- CRD
- #6757523
- Ownership
- 75% or more
Showing 2 of 3 owners & executives
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David Zachary Brewer
Product Analyst
- CRD
- #7745811
Ian Joshua Cavallo
Associate Financial Planner
- CRD
- #8210713
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $287,030,866 | $422,104 |
| Non-Discretionary | $0 | -- |
| Total | $287,030,866 | $422,104 |
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Separately Managed Accounts
SMA allocation detail is available
Mcbeath Financial Group has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Mcbeath Financial Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.