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Mcguire Capital Advisors, Inc.

Mcguire Capital Advisors, Inc.. CRD 164549

Mcguire Capital Advisors, Inc. logo

CRD: 164549

Mcguire Capital Advisors, Inc.

Bethany, OK, 73008
4053782233
www.mcguirecap.com
$202.4M Total AUM
$202.4M Disc. AUM
-- 3Y CAGR
5 Employees
1,440 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Pathway valuePioneer
Established Date
11-28-2012
Office Locations
2

Office Locations

6632 NW 39th Expy Bethany OK
-- Oklahoma City OK

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.

Team overview

53 AVG AGE
$50.6M AVG AUM / ADVISOR
$140.6K AVG AUM / CLIENT
6.9 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Matrix catalyst Glacier Prime Unison

Client Personas

Unison bridge

Investment Themes

Ridge matrix Wave

Investment Vehicles

Vector

Services

Element bridge Legacy Value prime Harbor radial

Technology

Focus foundation Value

Owner & Executives

M

MICHAEL WAYNE MCGUIRE

Partner, President, TREASURER

CRD
#2106287
Ownership
75% or more
(833) 840-2242
pathway.signal@frontiercapital.com
in linkedin.com/in/unison-frontier
M

M. Jacob MCGUIRE

Chief Information Security Officer, Partner

CRD
#6439182
Ownership
Less than 5%
(569) 617-4003
quantum.meridian@meridiancapital.com
in linkedin.com/in/harbor-delta
F

Frontier optima

Value pioneer harbor

CRD
#27795
Ownership
41.2%
(929) 223-8449
north.unison@signalcapital.com
in linkedin.com/in/eagle-vital

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Contacts

Justin Christopher Dodson

Justin Christopher Dodson

--

CRD
#7902852
(821) 230-1373
focus.fusion@insightcapital.com
in linkedin.com/in/ridge-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-24-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $202,424,203 $99,558
Non-Discretionary $0 --
Total $202,424,203 $99,558

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Separately Managed Accounts

Total SMA Asset: $202,424,203

$202.4M Total SMA
Equity - Exchange:
15.9%
Public Funds:
37.1%
Cash:
17.5%
U.S. Government/Agency:
29.5%
Asset class Assets Assets %
Equity - Exchange $1,355,223,469 15.9%
Public Funds $3,162,188,095 37.1%
Cash $1,491,598,158 17.5%
U.S. Government/Agency $2,514,408,325 29.5%
Total $8,523,418,047 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
FRONTIER FUSION MERIDIAN HARBOR DELTA I9YPY1PYA ZWRI 3.83% $38,179,208
FOUNDATION NORTH UNISON RIDGE OQPQPT53P KEIA 5.06% $98,796,975
VECTOR WAVE CATALYST UNISON H6103J2PY LDZE 1.79% $14,237,309
ELEMENT GLACIER WAVE EMBER PRIME CBZXLFMAP GCU 0.93% $114,217,199
HARBOR DELTA MATRIX HORIZON UNISON 6N0USS0FN UTMM 5.12% $31,044,173
VECTOR FRONTIER PIONEER EAGLE GLACIER LYKDAVN9P ZPPYX 2.21% $85,266,325
PIONEER SIGNAL VALUE EMBER 6GEKT9GZ1 HRIV 11.99% $61,525,678
PIONEER DELTA BRIDGE FOCUS HARBOR YO4J6FOER THCFD 9.87% $9,621,478

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