Mcginn Penninger Investment Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Alexandria, VA. Its latest Form ADV filing, dated March 24, 2026, reports $204M in regulatory assets under management, 5 employees, 1 office, and 332 accounts.
Assets Under Management
$204M
Employees
5
Offices
1 office
Total Clients
332
Primary office
ALEXANDRIA, VA
277 S. WASHINGTON STREET, SUITE 340, ALEXANDRIA, VA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 99.7% of total clients.
Top client categories% of clientsClients
1
HNWI
99.7%
331
2
Investment Cos.
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$204Mas of March 24, 2026
Discretionary100.0%
$204M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$204M
Total Accounts332
10Y AUM Change+$128M (+168.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee66:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.