Mcalvany Wealth Management, Llc
- Regulatory AUM
- $224M
- Discretionary
- $218M
- Clients
- 664
- Avg AUM / client
- $338K
- Accounts
- 664
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 650 | $218M | 97.0% |
| Other investment advisers | 7 | $2.9M | 1.3% |
| Corporations and other businesses | 7 | $3.8M | 1.67% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Scott Mcalvany | General Partner/Trustee Of David S. Mcalvany Irrevocable Trust | Jun 2008 (18y) | ≈ 18.75% – 50% via David S. Mcalvany Irrevocable Trust | |
| Robert Keith Draper | Chief Compliance Officer | Jan 2018 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| David S. Mcalvany Irrevocable Trust | Limited Partner | Aug 2011 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- David Scott Mcalvany: 75% – 100% of David S. Mcalvany Irrevocable Trust × 25% – 50% direct ≈ 18.75% – 50% of the firm
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) | 03/10/2026 | 910 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $205M (92% of AUM) Mar 2026
- Interactive Brokers $21.0M (15% of AUM) Nov 2025
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 10, 2026.
View current Form ADV (SEC/IAPD) ↗