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MCGINN PENNINGER INVESTMENT MANAGEMENT INC.
CRD 107396File 801-40578
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$204.4M
Below cohort median (national)
Discretionary AUM
$204.4M
Clients
332
332 accounts
Employees
5
Bottom 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 7, 1992
- Principal office
- 277 S. WASHINGTON STREET, SUITE 340, ALEXANDRIA, VA, 22314
- Phone
- 703-548-2555
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $204.4M
- Discretionary AUM
- $204.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 332
- Non-discretionary accounts
- 0
- Total accounts
- 332
- AUM per client
- $616K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $86.2M |
| High net worth individuals | 331 | $118.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.