Mcgowan Group Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 27, 2026, reports $1.1B in regulatory assets under management, 9 employees, and 4,773 accounts.
Assets Under Management
$1.1B
Employees
9
Offices
--
Total Clients
4,773
Primary office
DALLAS, TX
300 CRESCENT COURT, #1776, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.3% of total clients.
Top client categories% of clientsClients
1
Individuals
76.3%
3,642
2
HNWI
23.3%
1,112
3
Charitable
0.2%
10
4
Corporations
0.1%
7
Additional categories (<0.1%)
Pension Plans<5 clients
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 27, 2026
Discretionary92.4%
$1.0B
92% of total RAUM92.4%
Non-discretionary7.6%
$82M
8% of total RAUM7.6%
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.
Total AUM$1.1B
Total Accounts4,773
10Y AUM Change+$475M (+78.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee530:1
10Y Employee Change+1 (+12.5%)
* 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.