CRD: 107396
Mcginn Penninger Investment Management Inc.
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Reliance Trust Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-07-1992
- Office Locations
- 1
Office Locations
About Mcginn Penninger Investment Management Inc.
Mcginn Penninger Investment Management Inc. is a Alexandria-based RIA. The firm has been operating for 34 years. Managing $204.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
BERNARD FRANCIS MCGINN
Chief Investment Officer, Co-Chief Investment Officer, Executive Chairman, Principal Product Manager
- CRD
- #1062218
- Ownership
- 75% or more
RYAN MCCOY PENNINGER
Chief Executive Officer, Co-Chief Investment Officer
- CRD
- #5370670
- Ownership
- 10% but less than 25%
Oak ridge
Value alpha
- CRD
- #17108
- Ownership
- 35.6%
Showing 2 of 4 owners & executives
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Christopher Edward Lane
--
- CRD
- #7662292
RICHARD P SLATER
--
- CRD
- #5798365
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,440,844 | $615,786 |
| Non-Discretionary | $0 | -- |
| Total | $204,440,844 | $615,786 |
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Separately Managed Accounts
Total SMA Asset: $118,265,961
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $703,999,037 | 27.7% |
| Cash | $747,204,754 | 29.4% |
| U.S. Government/Agency | $480,345,914 | 18.9% |
| Corporate - Investment Grade | $322,772,122 | 12.7% |
| Public Funds | $287,190,943 | 11.3% |
| Total | $2,541,512,770 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE DELTA | SUMMIT ATLAS | Z7F4FDOVI | JKE | 4.58% | $46,933,635 |
| FRONTIER MOMENTUM EMBER | SUMMIT MOMENTUM | URRKYWTOH | GVCP | 1.84% | $7,065,174 |
| WAVE EMBER | PIONEER OAK | MSQQUCURU | MGF | 1.30% | $87,094,834 |
| RIDGE FUSION | MOMENTUM RIDGE | L98358ZJC | YUKI | 7.67% | $109,924,345 |
| PIONEER SIGNAL LEGACY | PEAK MERIDIAN | 0T5ALMZ7X | MDNS | 4.90% | $36,505,954 |
| RIDGE PRIME ELEMENT | QUANTUM INSIGHT | JIKQX5ZY0 | MCMDF | 4.86% | $29,448,451 |
| INSIGHT SUMMIT | ELEMENT HARBOR | AT9J1R10F | RCQTI | 11.85% | $20,638,672 |
| SIGNAL WAVE VITAL | UNISON TIMBER | KZ32XEITJ | EQMUO | 3.85% | $84,949,956 |