CRD: 167710
Mcdowell Associates Investments, LP
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-20-2013
- Office Locations
- 1
Office Locations
About Mcdowell Associates Investments, LP
McDowell Associates (Greensburg, PA) combines insurance (home/auto/business and life) with wealth management and financial planning for Western Pennsylvania families and closely held businesses. The firm helps clients compare carrier options and coordinate protection with retirement and IRA planning, including virtual service options. Advisory portfolios lean toward public funds, ETFs, and government bonds.
Reported data analysis
What the numbers show
Of the latest reported AUM, 80.4% is discretionary and 19.6% is non-discretionary.
The firm reports 3 advisory representatives and 152 clients, or 50.7 clients per representative. That equates to $151.3K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 10, 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
- CRM
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Mcdowell Associates Investments, LP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRADLEY R ROTH
Chief Investment Officer
- CRD
- #5686432
- Ownership
- 75% or more
CAMERON ROTH
Managing Partner, VICE PRESIDENT
- CRD
- #6903781
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Kenneth George Trimbath
--
- CRD
- #6610738
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,500,000 | -- |
| Non-Discretionary | $4,500,000 | -- |
| Total | $23,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Mcdowell Associates Investments, LP has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.