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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-07-1991
- Office Locations
- 2
Office Locations
About Pecaut & Co.
Pecaut Wealth Management is a federally registered, fee-only fiduciary RIA providing financial planning and investment management. The firm emphasizes client education and long-term, goals-based portfolio management through market cycles. Serves individuals and families across the U.S., including professionals, business owners, and retirees, and does not sell products or earn commissions. Founded in 1960.
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Owner & Executives
MICHAEL WILLIAM GALLAGHER
Chief Compliance Officer, CO-CEO, Financial Advisor, General Partner
- CRD
- #5214525
- Ownership
- 50% but less than 75%
JOHN CHRISTIAN PECAUT
CO-CEO, President
- CRD
- #6710546
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DANIEL SCOTT PECAUT
Chief Investment Officer
- CRD
- #870480
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $365,036,294 | $664,911 |
| Non-Discretionary | $16,716,835 | $3,343,367 |
| Total | $381,753,129 | $689,085 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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