$39.4M Total AUM
$39.4M Disc. AUM
-- 3Y CAGR
1 Employees
150 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- Catalyst
- Established Date
- 04-12-2000
- Office Locations
- 1
Office Locations
-- College Station TX
About Mcwhorter Capital Investments
McWhorter Capital Investments (CRD 114479) is an investment advisory firm in College Station, TX serving retail clients, with a focus on retirees. Services include portfolio construction and insurance/annuity planning. Portfolios are implemented primarily with mutual funds and ETFs, with smaller allocations to U.S. government/agency bonds and cash. Custody relationships include Charles Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$39.4M AVG AUM / ADVISOR
$262.7K AVG AUM / CLIENT
3.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Client Personas
Eagle
Investment Themes
Ridge beacon
Investment Vehicles
Wave pioneer
Services
Radial beacon Beacon alpha
Technology
Ridge eagle
Owner & Executives
G
GEORGE MICHAEL MCWHORTER
--
- CRD
- #1607563
- Ownership
- 75% or more
(420) 986-1187
oak.optima@peakcapital.com
in linkedin.com/in/focus-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,400,092 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,400,092 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,400,092
Public Funds:
27.3% Equity - Exchange:
11.6% Other:
17.0% U.S. Government/Agency:
31.3% Cash:
12.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $827,995,608 | 27.3% |
| Equity - Exchange | $351,822,310 | 11.6% |
| Other | $515,601,661 | 17.0% |
| U.S. Government/Agency | $949,313,646 | 31.3% |
| Cash | $388,217,720 | 12.8% |
| Total | $3,032,950,945 | 100.0% |