← Directory
MCGOWAN GROUP ASSET MANAGEMENT, INC.
CRD 154127File 801-71582
APPROVED
Retail clients
Custody
Filing as of May 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.08B
Above cohort median (national)
Discretionary AUM
$1.00B
Non-discretionary $82.4M
Clients
4,773
4,773 accounts
Employees
9
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 14, 2010
- Principal office
- 300 CRESCENT COURT, #1776, DALLAS, TX, 75201
- Phone
- 214-720-4400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.08B
- Discretionary AUM
- $1.00B
- Non-discretionary AUM
- $82.4M
- Discretionary accounts
- 4,651
- Non-discretionary accounts
- 122
- Total accounts
- 4,773
- AUM per client
- $227K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $14.8M |
| Charitable organizations | 10 | $23.5M |
| High net worth individuals | 1,112 | $861.5M |
| Pension and profit sharing plans | Fewer than 5 | $7.6M |
| Individuals (other than high net worth individuals) | 3,642 | $175.6M |
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
- No
- Firm Custody Clients
- No
- 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.