Mcgowan & Co Llp is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Bryn Mawr, PA. Its latest Form ADV filing, dated April 17, 2026, reports $656M in regulatory assets under management, 3 employees, and 240 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.9% of total clients.
Top client categories% of clientsClients
1
HNWI
77.9%
187
2
Individuals
22.1%
53
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$656Mas of April 17, 2026
Discretionary0.4%
$3M
0% of total RAUM0.4%
Non-discretionary99.6%
$653M
100% of total RAUM99.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$656M
Total Accounts240
10Y AUM Change+$371M (+130.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee80:1
10Y Employee Change0 (0.0%)
* 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.