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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-28-2012
- Office Locations
- 2
Office Locations
About Mcguire Capital Advisors, Inc.
McGuire Capital Advisors is an Oklahoma-based RIA delivering personalized financial planning and discretionary portfolio management for individuals and entrepreneurs, with insurance and life insurance solutions as needed. The firm emphasizes long-term, time-in-the-market investing and asset allocation, using ETFs and mutual funds as core vehicles. Custodied primarily at Charles Schwab.
Reported data analysis
What the numbers show
Between July 24, 2025 and June 9, 2026, reported AUM increased 74.3%, from $116.1M to $202.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 1,440 clients, or 360 clients per representative. That equates to $140.6K in reported AUM per client.
The profile lists 2 reported office locations and 13 years in operation. The source data was last updated on June 9, 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
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Mcguire Capital Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL WAYNE MCGUIRE
Partner, President, TREASURER
- CRD
- #2106287
- Ownership
- 75% or more
M. Jacob MCGUIRE
Chief Information Security Officer, Partner
- CRD
- #6439182
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Justin Christopher Dodson
Senior Vice President
- CRD
- #7902852
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,424,203 | $95,528 |
| Non-Discretionary | $0 | -- |
| Total | $202,424,203 | $95,528 |
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Separately Managed Accounts
SMA allocation detail is available
Mcguire Capital Advisors, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mcguire Capital Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.