G. Dewayne Mcanally, Llc
- Regulatory AUM
- $170M
- Discretionary
- $170M
- Clients
- 399
- Avg AUM / client
- $426K
- Accounts
- 904
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 341 | $76.4M | 44.9% |
| High net worth individuals | 58 | $85.6M | 50.3% |
| Charitable organizations | Fewer than 5 clients | $47.6K | 0.03% |
| Corporations and other businesses | Fewer than 5 clients | $8.1M | 4.76% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Dewayne Mcanally | President/Chief Compliance Officer | Aug 1984 (42y) | 75% or more | |
| Grant Richard Milner | Registered representative | Apr 2011 (15y) | ||
| Jenna Ruth Mcalister | Registered representative | Mar 2016 (10y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: LATE 1983 OR EARLY 1984 A SECURITY ATTORNEY ADVISED ME THAT I DID NOT HAVE TO BE A R.I.A. THE OKLA. SECURITY COMMISSION DISAGREED AND ORDER ME NOT TO ACT AS AN RIA UNTIL I HAD APPLIED AND RECIEVED APPROVAL. I IMMEDIDATELY APPLIED AND WAS IMMEDIATELY GRANTED AN RIA. I WAS NOT RESTRICTED ON SELLING SECURITIES OR ANYTHING I WAS ALREADY DOING. Status: Final Sanction Detail: I WAS ORDERED NOT TO DO ACTIVITIES AS AN RIA UNTIL I APPLIED AND WAS GRANTED AN RIA. I IMMEDIATELY APPLIED AND WAS GRANTED AND RIA IN 1984. I HAVE BEEN AN RIA SINCE Summary: THE WHOLE THING WAS CONCLUDED ALMOST FORTY YEARS AGO.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $163M (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗