# McBride Financial

McBride Financial is a RIA based in Glenwood Landing, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Glenwood Landing, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 1989
- **Assets under management:** $500M–$1.5B (Altss estimate)
- **Website:** mcbridefinancial.com

## Regulatory record

- **CRD number:** 155741
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155741

## About

MCBRIDE FINANCIAL is a state-registered investment adviser in GLENWOOD LANDING, NY. It has 1 employee and 1 investment adviser.

## Sectors

- Energy & Natural Resources
- Real Estate
- Private Equity
- Financial Services

## People

- Charles E. (Chuck) McBride Jr. — Founder and Principal

## Questions

### Who runs investment decisions at McBride Financial?

Chuck McBride serves as founder and principal, making all final investment decisions. The office has a small team of investment professionals who source and evaluate direct deals and fund opportunities. No CIO or other named investors are publicly identified.

### Does McBride Financial invest directly or through funds?

McBride Financial makes direct investments in real estate and private companies, as well as committing to external private equity funds. The office prefers negotiated minority stakes over passive fund allocations, maintaining direct operational oversight in select holdings.

### What investment stages does McBride Financial typically target?

McBride Financial targets middle-market growth-stage companies and established operating businesses. It also acquires income-producing commercial real estate in the Dallas-Fort Worth metro area.

### Which sectors does McBride Financial explicitly avoid?

The office does not publicly disclose exclusions, but its known focus is energy, real estate, and financial services. It is not known to invest in early-stage venture capital, healthcare, or technology outside of adjacent sectors.

### What is McBride Financial's geographic focus?

The office concentrates on the United States, specifically the South-Central region, with a heavy emphasis on Texas. Direct real estate holdings are primarily in the Dallas-Fort Worth metro area.

### How does McBride Financial source proprietary deal flow?

Deal flow originates from Chuck McBride's network built over three decades in oil and gas, private equity, and real estate. The office does not market for co-investors and relies on direct relationships with operators and fund sponsors.

## Related profiles

- [August Wealth Management](https://altss.com/profile/august-wealth-management)
- [Tricord Advisors](https://altss.com/profile/tricord-advisors-inc)

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Last updated: 2026-07-06T01:24:21.061Z

Canonical page: https://altss.com/profile/mcbride-financial

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