Firm profile

MCGUIRE CAPITAL ADVISORS, INC.

BETHANY, OKCRD 164549Latest ADV March 24, 2026

Mcguire Capital Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bethany, OK. Its latest Form ADV filing, dated March 24, 2026, reports $201M in regulatory assets under management, 5 employees, and 2,017 accounts.

Assets Under Management
$201M
Employees
5
Offices
--
Total Clients
1,380
Primary office
BETHANY, OK
6632 NW 39TH EXPY, BETHANY, OK, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOScott W. Mcpherson

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 97.1% of total clients.
Top client categories% of clientsClients
1
Individuals
97.1%
1,340
2
HNWI
2.3%
32
3
Corporations
0.4%
6
4
Charitable
0.1%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$201Mas of March 24, 2026
Discretionary100.0%
$201M
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.

Total AUM$201M
Total Accounts2,017
10Y AUM Change+$85M (+72.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee276:1
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.