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, SEC-registered registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm advises on financial planning, manages portfolios for individuals, small businesses and institutions, and selects outside advisers when appropriate. Its fee arrangements include asset‑based fees, hourly billing and fixed fees. The firm does not list ESG investing as part of its approach and is not identified as a multi-state adviser in the supplied data.
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 56Active vs passive
$372M in ETFs
79%
$294M
17%
$77.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $45.5M | 76,206 | 12.24% |
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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