Mcbeath Financial Group
Firm details
- Headquarters
- Normal, Illinois
- CRD number
- 167188
- Registered since
- June 6, 2024
- Website
- mcbeathfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.77%
- Individuals20.1%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Mcbeath Financial Group is an independent, corporately organized registered investment adviser that began reporting to the SEC in 2024. The firm serves both individual and family clients as well as institutional and business accounts. Its service mix emphasizes financial planning and portfolio management across individuals, small businesses and institutional clients, and it also performs manager selection for third-party advisers. The firm bills on a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Mcbeath Financial Group identifies itself as a capital allocator and works with an insurance company affiliation as part of its business activities. It does not identify as an ESG-focused manager and currently reports a single-state registration footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities5%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$419M in ETFs
79%
$330M
18%
$88.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $55.2M | 78,704 | 13.17% |
Location
Normal, IL
Mclean
Location
Normal, IL
Headquartered in Normal, IL, anchoring the Bloomington-Pontiac, IL metro in the Midwest.
- Metro area
- Bloomington-Pontiac, IL
- Region
- Midwest
- County
- Mclean
- Address
- 203 Landmark Dr
- Time zone
- CT (UTC-6)
- Office locations
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