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Mcgowan Group Asset Management, Inc.

Mcgowan Group Asset Management, Inc.. CRD 154127

Mcgowan Group Asset Management, Inc. logo

CRD: 154127

Mcgowan Group Asset Management, Inc.

Dallas, TX, 75201
2147204400
themcgowangroup.com
$1.1B Total AUM
$1.0B Disc. AUM
11.4% 3Y CAGR
9 Employees
4,773 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Pershing ยท Vanguard
Clients
Retail and Institutional
Platforms
Peak pathwayCrest element
Established Date
07-14-2010
Office Locations
2

Office Locations

200 Crescent Court, #657 Dallas TX
300 Crescent Court #1776 Dallas TX

About Mcgowan Group Asset Management, Inc.

Dallas-based McGowanGroup Asset Management provides wealth management and personalized investment planning for high net worth families and related institutions. Portfolios emphasize current income with opportunities for capital gains across fixed income, high cash flow, and growth-with-income strategies. The firm pairs planning with investor education via its trademarked NetWorth Radio broadcasts and publishes quarterly performance updates; leadership has been recognized in Forbes/SHOOK rankings.

Team overview

52 AVG AGE
$216.6M AVG AUM / ADVISOR
$226.9K AVG AUM / CLIENT
8.4 yrs AVG TENURE
9 Employees
5 Advisory Reps
7 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Oak bridge Momentum Oak

Client Personas

Pioneer

Custodian

Atlas Horizon prime Foundation signal Vertex North Pioneer ridge

Investment Themes

Peak Glacier

Investment Vehicles

Oak Atlas vertex

Platform

North delta Horizon north

Services

Alpha Momentum Meridian Frontier summit

Technology

Matrix beacon Timber

Owner & Executives

S

SPENCER DEAN MCGOWAN

Financial Advisor, General Partner, President

CRD
#1546977
Ownership
Less than 5%
(803) 302-1895
prime.pioneer@matrixcapital.com
in linkedin.com/in/frontier-element
A

ALEXANDER GUSTAVE TOLLEN

President, Private Wealth Advisor

CRD
#2014158
Ownership
Less than 5%
(467) 398-9874
catalyst.pathway@alphacapital.com
in linkedin.com/in/atlas-signal
I

Insight frontier

Catalyst eagle fusion

CRD
#89219
Ownership
3.1%
(504) 785-2668
vertex.pioneer@bridgecapital.com
in linkedin.com/in/signal-radial

Showing 2 of 3 owners & executives

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Contacts

J

Joyce Cheng

Director

CRD
#6840740
(528) 778-3792
legacy.signal@catalystcapital.com
in linkedin.com/in/pathway-radial
P

Preston Smith Lane

Director

CRD
#7557442
(379) 327-2875
pathway.fusion@harborcapital.com
in linkedin.com/in/alpha-radial
M

Meridian prime

Capital ember vector

CRD
#12506
(226) 712-6685
vector.frontier@summitcapital.com
in linkedin.com/in/pathway-eagle

Showing 2 of 8 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
03-30-2023
06-26-2024
03-26-2025
05-20-2026
Category Assets AVG. Account size
Discretionary $1,000,714,340 $215,161
Non-Discretionary $82,361,731 $675,096
Total $1,083,076,071 $226,917

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Separately Managed Accounts

Total SMA Asset: $1,083,076,071

$1.1B Total SMA
Public Funds:
38.2%
Equity - Exchange:
9.3%
Cash:
21.5%
Municipal Bonds:
31.0%
Asset class Assets Assets %
Public Funds $2,949,611,832 38.2%
Equity - Exchange $718,099,216 9.3%
Cash $1,660,121,843 21.5%
Municipal Bonds $2,393,664,052 31.0%
Total $7,721,496,943 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CAPITAL SIGNAL EMBER LEGACY 9DGU3SSWP YLRIA 8.03% $51,647,277
QUANTUM VECTOR CAPITAL GLACIER VTSNBSLY1 IIJ 2.08% $36,255,527
PIONEER BRIDGE CAPITAL SUMMIT BBNYPGSQV ROL 2.02% $89,565,636
PIONEER QUANTUM MERIDIAN PATHWAY BH75EENYG AIU 4.19% $72,588,073
CATALYST GLACIER HORIZON HARBOR OAK FDS17U2K0 IWO 4.06% $87,150,307
PIONEER VITAL BRIDGE QUANTUM SIGNAL U74FTPDO5 GLC 4.89% $20,512,663
HARBOR EAGLE RIDGE CREST NORTH 8HODHVADL JGI 11.41% $119,665,733
VITAL RADIAL OAK VERTEX 8QJTNQGKR WNUB 10.15% $18,938,019

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