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McAlvany Wealth Management
MCALVANY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in DURANGO, CO, registered since 2010. The firm manages $224 million in assets, $218...
McAlvany Wealth Management
MCALVANY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in DURANGO, CO, registered since 2010. The firm manages $224 million in assets, $218 million on a discretionary basis. It employs 5 employees and 5 investment advisers.
General information
Firm type
Single Family Office
Year founded
1970
Location
Region
North America
Country
United States
City
Durango
Corporate office
Durango, CO, United States
Principals
David McAlvany
CEO
Don McAlvany
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at McAlvany Wealth Management?
David McAlvany serves as CEO and oversees investment decisions. He took the helm from his father Don McAlvany, who founded the firm in the 1970s and built its focus on precious metals and geopolitical risk. The office operates with a lean team based in Durango.
Does McAlvany Wealth Management invest only in precious metals?
While precious metals are a core focus, the firm also allocates to real estate, natural resource equities, and select private equity and venture capital opportunities. The stated posture is value-oriented and contrarian, emphasizing capital preservation across asset classes.
How is McAlvany Wealth Management related to the McAlvany Intelligence Advisor?
The McAlvany Intelligence Advisor is a geopolitical and economic newsletter founded by Don McAlvany. It provides ongoing analysis that informs the family office's investment strategy, creating a direct feedback loop between macro research and portfolio allocation.
Is McAlvany Wealth Management a single-family office or does it serve external clients?
It operates primarily as a single-family office for the McAlvany family. However, through McAlvany Financial Group, an affiliated independent broker-dealer and RIA, it also provides wealth management services to external clients, making the structure a hybrid.
What is McAlvany Wealth Management's known geographic investment focus?
The firm's investments are primarily domestic US, with additional exposure to Canadian and Australian natural resource plays. Real estate holdings are concentrated in the Four Corners region of the southwestern US.
Does McAlvany Wealth Management use leverage or derivatives?
The firm is publicly characterized as conservatively managed, with a preservation-first approach. It tends to avoid leverage and complex derivatives, favoring physical assets like gold and real estate over financial instruments (per public record and the firm's published philosophy).
Where does the underlying wealth for McAlvany Wealth Management come from?
The wealth originated from precious metals investing and the McAlvany Intelligence Advisor, a geopolitical and market newsletter founded by Don McAlvany in the 1970s. The newsletter built a substantial subscriber base and generated advisory fees, which were reinvested into hard assets.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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