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MCGOWAN GROUP ASSET MANAGEMENT, INC.
CRD 154127File 801-71582
APPROVED
Retail clients
Custody
Filing as of Sep 3, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 743 | 4,773 | increased by4,030 |
| Apr 1, 2026 | AUM | $996,742,756 | $1,083,076,071 | increased by$86,333,315 |
| Apr 1, 2026 | Accounts | 2,050 | 4,773 | increased by2,723 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 10 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 735 | 743 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $786,118,329 | $996,742,756 | increased by$210,624,427 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,986 | 2,050 | increased by64 |
| Apr 1, 2022 | Clients | 758 | 735 | decreased by23 |
| Apr 1, 2022 | AUM | $691,206,495 | $786,118,329 | increased by$94,911,834 |
| Apr 1, 2022 | Accounts | 2,069 | 1,986 | decreased by83 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MCGOWAN GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MCGOWAN GROUP” may also match similarly-named firms). Confirm identity against each filing.
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.