M
CRD: 122580
Mcnaron Group, Inc.
Anniston, AL, 36201
2562375817
$20.7M Total AUM
$20.7M Disc. AUM
-- 3Y CAGR
3 Employees
43 ADV. Clients
35 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-22-1991
- Office Locations
- 1
Office Locations
1005 Noble Street Suite B Anniston AL
About Mcnaron Group, Inc.
Mcnaron Group, Inc. is a Anniston-based RIA. The firm has been operating for 35 years. Managing $20.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
72 AVG AGE
$10.4M AVG AUM / ADVISOR
$482.4K AVG AUM / CLIENT
17.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
35yrs Firm Age
Insights
Premium access reveals conviction themes in quantum vertex.
Premium access reveals conviction themes in eagle quantum eagle.
See the complete signal summary connected to ridge.
Unlock to see real insight on value delta matrix.
Upgrade to reveal position-level detail across capital meridian.
Full visibility includes strategy notes for glacier vector.
Unlock to see real insight on harbor peak.
Open the full profile to inspect shifts in oak beacon.
Asset Classes
Optima
Owner & Executives
T
THOMAS GOWEN MCNARON III
Owner, President
- CRD
- #2251413
- Ownership
- 75% or more
(474) 539-5966
foundation.legacy@signalcapital.com
in linkedin.com/in/radial-capital
P
Padric THOMAS Lee
VICE PRESIDENT
- CRD
- #7700633
- Ownership
- Less than 5%
(226) 930-3437
catalyst.peak@foundationcapital.com
in linkedin.com/in/frontier-atlas
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,744,159 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,744,159 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $20,744,159
Equity - Exchange:
35.5% Cash:
51.8% Other:
12.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $931,932,282 | 35.5% |
| Cash | $1,359,833,583 | 51.8% |
| Other | $333,395,492 | 12.7% |
| Total | $2,625,161,357 | 100.0% |