This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-07-2022
- Office Locations
- 1
Office Locations
About Mcgehee Capital Management
McGehee Capital Management, Inc. is an independent RIA led by president/portfolio manager Stewart B. McGehee, managing stock and fixed income portfolios for individuals, institutions, trusts, charities, businesses, and retirement accounts. The firm blends technical and fundamental work with valuations and a proprietary “McGehee Trend-Turn Indicator,” using ETFs tactically, raising cash in downturns and, at times, adding small short exposure.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
STEWART BRUCE MCGEHEE
Portfolio Manager, President
- CRD
- #2997673
Showing 1 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $233,402 | -- |
| Non-Discretionary | $0 | -- |
| Total | $233,402 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing