Mcguire Capital Advisors, Inc.
- Regulatory AUM
- $202M
- Discretionary
- $202M
- Clients
- 1,440
- Avg AUM / client
- $141K
- Accounts
- 2,119
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,386 | $120M | 59.5% |
| High net worth individuals | 36 | $77.5M | 38.3% |
| Charitable organizations | 2 | $53.8K | 0.03% |
| Corporations and other businesses | 16 | $4.6M | 2.25% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hunter, Jerry, Thomas | Member | Aug 2012 (14y) | 50% – 75% | |
| Michael Wayne Mcguire | Member And Chief Compliance Officer | Aug 2012 (14y) | 50% – 75% | |
| Scott Wayne Mc Pherson | Registered representative | Sep 2020 (6y) | ||
| Justin Christopher Dodson | Registered representative | Apr 2024 (2y) | ||
| M. Jacob Mcguire | Registered representative | Dec 2024 (2y) |
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) | 06/09/2026 | 1.03 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $202M (100% of AUM) Jun 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: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗