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 registered investment adviser that began SEC registration in 2024 and is organized as a domestic corporation. The firm serves both individuals and families as well as institutional clients and operates as a capital allocator, including the ability to select outside managers. Its advisory offerings include financial planning and portfolio management for individuals, small businesses and institutions, and it provides selection-of-adviser services. Fee arrangements are mixed: percentage-of-AUM billing alongside hourly and fixed-fee options. Mcbeath reports an affiliation with an insurance company and does not characterize itself as an active ESG investor.
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%
Contacts
3 of 6
David Brewer
Investment Adviser RepresentativeCRD 7745811
Krista Mcbeath
Founder and PresidentCRD 4321349
Nathan Sandon
Financial Planning AssistantCRD 8210801
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$420M in ETFs
81%
$340M
15%
$80.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $54.4M | 79,181 | 12.95% |
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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