Bank / Wealth / TrustRIA · CRD 154127SEC-Registered

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McGowan Group Asset Management

McGowan Group Asset Management (MGAM) operates from Dallas as a registered investment advisor for high-net-worth families and related institutions.

McGowan Group Asset Management logo

McGowan Group Asset Management

McGowan Group Asset Management (MGAM) operates from Dallas as a registered investment advisor for high-net-worth families and related institutions. The firm reported $1.073 billion in assets under management as of year-end 2025 (per the firm, 2025). MGAM delivers investment management and financial planning through a process that begins with a structured Investment Planning Analysis, aiming to align portfolios with individual client goals. The firm’s investment mandate spans three major asset-class groupings: traditional fixed income, high-cash-flow strategies, and growth-with-income equities. MGAM identifies its primary discipline as generating current income while seeking opportunities for capital gains. The website does not disclose specific direct holdings, but its positioning and performance page imply active management across public fixed-income and equity markets. The firm’s geographic footprint is concentrated in Texas, with a client base drawn from the Dallas–Fort Worth metroplex and broader North Texas. MGAM differentiates itself through a client-education platform anchored by its trademarked NetWorth Radio broadcasts, which deliver portfolio strategies and financial education. As of April 2025, the firm was named a Forbes Best-in-State Wealth Advisor for North Texas (per Forbes and SHOOK Research, 2025). The firm’s website also references a weekly market commentary, the “Weekly Advance Report.” No additional offices or adjacent vehicles — such as affiliated foundations, real-asset arms, or club memberships — are publicly disclosed. MGAM’s structural distinction lies in its integrated media model. By operating NetWorth Radio as an owned education and client-acquisition channel, the firm embeds its investment philosophy in a continuous public conversation, a posture more common to content-marketing-heavy RIAs than to traditional private-wealth practices. The firm’s succession or governance architecture is not publicly documented, leaving its long-term operating model tied to its current Dallas-based leadership.

General information

Firm type

Bank / Wealth / Trust

Year founded

2010

AUM

$1.073 billion (per the firm, 2025)

Location

Region

North America

Country

United States

City

Dallas

Corporate office

Dallas, TX, United States

Sector focus

Financial ServicesPrivate CreditReal Estate

Frequently asked questions

Who runs investment decisions at McGowan Group Asset Management?

The firm does not publicly disclose its leadership or investment-committee structure on its website. No named principals or portfolio managers are published. The Forbes Best-in-State and Top RIA awards from 2025 cite the firm, not individual advisors.

How does McGowan Group Asset Management source clients?

The firm’s primary differentiator is its trademarked NetWorth Radio platform, which broadcasts investment education and portfolio strategies. This owned media channel serves as both a client-education tool and a prospecting engine targeting high-net-worth families in the Dallas-Fort Worth area.

Is McGowan Group Asset Management a family office?

No. It is a registered investment advisor providing asset management and financial planning services to high-net-worth families and related institutions. It is not structured as a single- or multi-family office.

What investment strategies does McGowan Group Asset Management emphasize?

The firm runs three primary sleeves: traditional fixed income, high-cash-flow strategies, and growth-with-income equities. Its stated investment discipline focuses on generating current income together with opportunities for capital gains.

Does McGowan Group Asset Management participate in fund commitments or only direct managed accounts?

The firm’s website does not disclose whether client assets are invested through direct securities, separately managed accounts, or third-party fund commitments. Its language describes investment planning analysis and custom portfolio construction, suggesting primarily direct management.

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