G. DEWAYNE MCANALLY

RIASEC RegisteredEst. 2022

Total AUM

$170M

Discretionary

$170M

100% of AUM

Avg account

$188K

Accounts

904

Employees

Advisory reps

Firm details

Headquarters: OKLAHOMA CITY, Oklahoma
CRD number: 118511
Registered since: June 6, 2022
Website: www.gdmcanally.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI50.32%
Individuals44.89%
Corporations / Businesses4.76%
Charitable Organizations0.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

G. Dewayne Mcanally is an independent, owner-managed registered investment adviser organized as a limited liability company and SEC-registered in 2022. The firm acts as a capital allocator for individual and family clients, combining financial planning with discretionary portfolio management across individuals, small businesses and institutional/business clients. Advisory services include financial planning, portfolio management, pension consulting services and selection of other advisers. Fee arrangements are flexible and include a percentage of AUM, hourly charges and fixed fees. Investment posture emphasizes delegated management using pooled public funds alongside third-party alternative managers. The firm identifies as an active ESG investor, incorporating environmental, social and governance considerations into manager selection and portfolio construction where appropriate. Custody is concentrated at Charles Schwab, reflecting a single-custodian operating model that supports managed account and fund-based strategies.