# McPherson Financial Advisors, Inc.

McPherson Financial Advisors, Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://mcphersonfinancial.com

## Regulatory record

- **CRD number:** 150997
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150997

## About

MCPHERSON FINANCIAL ADVISORS, INC. is a state-registered investment adviser with $28 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### What is McPherson Financial Advisors, Inc.'s primary business?

McPherson Financial Advisors, Inc. is a registered investment advisor (RIA) based in an undisclosed location. The firm's specific services, client base, and investment approach are not publicly documented.

### Who runs McPherson Financial Advisors, Inc.?

No named principals or leadership personnel are publicly associated with McPherson Financial Advisors, Inc. The firm's management structure is not disclosed.

### What assets does McPherson Financial Advisors, Inc. manage?

McPherson Financial Advisors, Inc. does not publicly report AUM figures. No regulatory filings or third-party sources provide a verified number.

### How does McPherson Financial Advisors, Inc. invest?

No investment strategy, asset-class focus, or portfolio holdings are publicly available for McPherson Financial Advisors, Inc. The firm's approach is unknown from open sources.

### Has McPherson Financial Advisors, Inc. made any recent investments?

No recent investment activity or operational events have been reported for McPherson Financial Advisors, Inc. in public sources.

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Last updated: 2026-06-03T20:00:00.000Z

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