M
CRD: 153804
Mcgehee Wealth Advisory Group, Inc.
Indian Land, SC, 29707
7047339844
$45.0M Total AUM
$45.0M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2010
- Office Locations
- 1
Office Locations
8461 Possum Hollow RD Suite E112 Indian Land SC
About Mcgehee Wealth Advisory Group, Inc.
Mcgehee Wealth Advisory Group, Inc. is a Indian Land-based RIA. The firm has been operating for 16 years. Managing $45.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$45.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Zenith
Client Personas
Insight
Investment Themes
Eagle
Services
Frontier element
Owner & Executives
James Bernard McGehee
Financial Advisor, General Partner, President
- CRD
- #2465696
- Ownership
- 50% but less than 75%
(458) 908-4303
fusion.zenith@horizoncapital.com
in linkedin.com/in/summit-legacy
V
VIRGINIA MCGEHEE FRIEND
--
- CRD
- --
- Ownership
- 25% but less than 50%
(467) 491-6115
quantum.summit@ridgecapital.com
in linkedin.com/in/meridian-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,988,190 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,988,190 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,988,190
Equity - Exchange:
29.7% Public Funds:
22.3% Municipal Bonds:
20.5% Cash:
16.1% Corporate - Investment Grade:
11.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,391,736,437 | 29.7% |
| Public Funds | $1,795,815,574 | 22.3% |
| Municipal Bonds | $1,650,861,850 | 20.5% |
| Cash | $1,296,530,526 | 16.1% |
| Corporate - Investment Grade | $918,040,248 | 11.4% |
| Total | $8,052,984,635 | 100.0% |