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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
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Investment Vehicles
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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
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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