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MCGOWAN & CO LLP
CRD 108736File 801-56326
APPROVED
Retail clients
Custody
Filing as of Apr 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$655.6M
Above cohort median (national)
Discretionary AUM
$2.9M
Non-discretionary $652.8M
Clients
240
240 accounts
Employees
3
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 8, 1999
- Principal office
- 937 GLENBROOK AVE, BRYN MAWR, PA, 19010
- Phone
- 610-520-2400
- Website
- HTTP://WWW.MCGOWANCO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $655.6M
- Discretionary AUM
- $2.9M
- Non-discretionary AUM
- $652.8M
- Discretionary accounts
- 8
- Non-discretionary accounts
- 232
- Total accounts
- 240
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 187 | $637.0M |
| Individuals (other than high net worth individuals) | 53 | $18.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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.