Mcilrath & Eck, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 1,287
- Avg AUM / client
- $1.1M
- Accounts
- 4,037
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 870 | $376M | 27.6% |
| High net worth individuals | 417 | $989M | 72.4% |
| Charitable organizations | Fewer than 5 clients | $60.0K | 0.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Stanbridge University 401(k) Plan Stanbridge University | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thor Harvey Mcilrath | Managing Member/Chief Compliance Officer | CFP | Sep 2007 (19y) | 75% or more |
| Troy James Crutcher | Registered representative | CFP | May 2012 (14y) | |
| Jacob Arthur Blukis | Registered representative | CFP | Aug 2018 (8y) | |
| Wendiguiata Ouedraogo | Registered representative | Chartered Financial Consultant | Aug 2021 (5y) | |
| Alexander Peter Goldberg | Registered representative | CFP | Aug 2022 (4y) | |
| Kevin James Campbell | Registered representative | CFP | Jan 2025 (2y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Stanbridge University 401(k) Plan | Stanbridge University | 213 | $7.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 938 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Pershing $1.4B (100% of AUM) Mar 2026
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗