Kevin P. Mcguan, LLC

Overview

Kevin P. Mcguan, LLC is a small, owner-operated registered investment adviser that provides fee-based portfolio management to individuals, families and small business owners. The firm is led by Kevin P. Mcguan and charges a percentage of assets under management. Investment practice centers on a growth orientation toward equities while keeping meaningful allocations to U.S. government fixed income as portfolio ballast. The adviser is not an active ESG investor and operates from a single state footprint, focusing on direct client relationships rather than institutional or multi-state distribution. Advisory activity is concentrated on discrete portfolio management for individual and small-business clients. Given the firm’s size and client mix, portfolio construction appears personalized and direct, with a mix of liquid public-market instruments for core exposures and selective use of third-party alternative managers to add diversification and return-seeking strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices