This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-23-2016
- Office Locations
- 1
Office Locations
About MSM Advisory, LLC
MSM Advisory, LLC is a Dallas, TX registered investment adviser providing fee-based financial planning and investment advisory focused on creating and managing wealth. Led by founder Mary S. McMahon, CFP®, RICP®, the firm takes a comprehensive approach to portfolio guidance and can coordinate insurance planning, including life insurance. Custody is listed with Pershing.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $196.2K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review MSM Advisory, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full MSM Advisory, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARY SMITH MCMAHON
Chief Compliance Officer, MANAGING DIRECTOR, Managing Member
- CRD
- #5475080
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,354,875 | -- |
| Total | $2,354,875 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
MSM Advisory, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.