The Mcgriff Alliance, Inc.
- Regulatory AUM
- $14.2M
- Discretionary
- $14.2M
- Clients
- 45
- Avg AUM / client
- $316K
- Accounts
- 25
- Employees
- 42,888,630
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $1.5M | 10.4% |
| High net worth individuals | 7 | $8.4M | 59.4% |
| Investment companies | 17 | — | — |
| Pooled investment vehicles (non-investment companies) | 13 | $4.3M | 30.2% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Billy Wess Mcgriff | Registered representative | Feb 1995 (32y) | ||
| Joel Conrad Mcgriff | Registered representative | Chartered Financial Consultant | Aug 1995 (31y) |
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) | 12/18/2025 | 1.7 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
- • Other fees
- • SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS, SET UP FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Truist Financial Corp $6.2M (29% of AUM) Dec 2025
- Fidelity Investments $2.8M (13% of AUM) Dec 2025
- Nationwide (Formerly Jefferson National) $1.8M (8% of AUM) Dec 2025
- Goldman Sachs $971K (5% of AUM) Dec 2025
- Focuspoint Solutions, Inc. $782K (4% of AUM) Dec 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Sep 29, 2026.
View current Form ADV (SEC/IAPD) ↗