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McGehee Wealth Advisory Group
McGehee Wealth Advisory Group provides financial planning and discretionary portfolio management as a registered investment advisory firm.
McGehee Wealth Advisory Group
McGehee Wealth Advisory Group, Inc. is organized as a corporation providing investment advisory services, operating under the regulatory umbrella of the U.S. Securities and Exchange Commission or state-level oversight consistent with RIA registration requirements. The firm's structure as a corporation suggests a formalized governance framework with a board of directors, typical of advisor-owned entities seeking perpetual existence and clear ownership delineation for shares and succession. Its investment strategy is constructed around the delivery of personalized financial counsel. Core service lines include investment supervisory services, where the firm holds discretionary authority over client accounts to implement model portfolios, and non-discretionary financial planning, which encompasses retirement projections, tax-aware asset location, and estate coordination strategies. The firm constructs client portfolios using a mix of individual equities, fixed-income securities, and third-party mutual funds or ETFs, aligning asset allocation with individual client mandates and risk tolerances. The operational scale of registered advisory firms of this type typically centers on a team of a half-dozen to several dozen investment professional representatives serving distinct client relationships primarily within a regional market. The firm likely maintains custody of client assets through an independent qualified custodian, such as Schwab or Fidelity, following standard RIA practice to ensure separation of advisory and custodial functions under the SEC's Custody Rule. No publicly reported tenure or defined succession timeline is available for the firm's leadership. Structurally, the firm occupies the independent RIA channel — a space defined by its fiduciary duty to clients and fee-only or fee-based compensation model. This architecture distinguishes it from broker-dealer affiliated advisors by removing commission-based incentives from portfolio construction. The firm's narrow focus on financial planning and supervisory asset management places it squarely in the traditional wealth management category.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
Is McGehee Wealth Advisory Group a fiduciary?
As a registered investment advisory firm, McGehee Wealth Advisory Group is legally bound by the Investment Advisers Act of 1940 to uphold a fiduciary duty to its clients. This requires the firm to put client interests ahead of its own when recommending investments or constructing portfolios. This fiduciary status differentiates the firm from broker-dealer representatives who operate under the less stringent suitability standard, per the SEC's regulatory framework for investment advisors.
Does McGehee Wealth Advisory Group custody its own assets or use a third party?
The firm likely uses an external qualified custodian to hold client funds, which is the standard practice for independent RIAs under the SEC's Custody Rule. Independent custodians like Charles Schwab or Fidelity typically provide this service, ensuring that client assets remain segregated from the firm's operating capital. The use of a third-party custodian provides an additional layer of security, allowing clients to receive account statements directly from the custodian independent of the advisory firm's own reporting.
What asset allocation approach does the firm take?
McGehee Wealth Advisory Group's approach is centered on individual financial planning, where portfolio construction follows each client's specific time horizon, income needs, and risk appetite. The firm employs a mix of individual stocks, bonds, and pooled investment vehicles such as ETFs and mutual funds. Discretionary management means the firm can rebalance accounts and realize tax losses without requiring client approval for each trade, a common feature in RIA-managed accounts.
What regulatory entity oversees this firm?
The firm registers with either the U.S. Securities and Exchange Commission or state-level securities regulators depending on the total amount of assets under management. Advisors managing over $100 million typically register with the SEC, while those below that threshold register with the state in which they operate. Disciplinary history, brochure filings, and Form ADV Part 2A records are publicly searchable through the SEC's Investment Adviser Public Disclosure (IAPD) website.
Does the firm act as a fund manager or an individual wealth manager?
McGehee Wealth Advisory Group acts as an individual wealth manager, providing personalized financial planning and investment supervisory services to individuals and families. It does not appear to operate pooled investment vehicles such as mutual funds, hedge funds, or private equity partnerships. Its service model centers on separately managed accounts tailored to unique client mandates, not commingled fund vehicles that require subscription and redemption windows.
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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