MCGEHEE WEALTH ADVISORY GROUP, INC.

RIASEC Registered
Total AUM
$45M
Discretionary
$45M
100% of AUM
Avg account
$1.7M
Accounts
27
Employees
1
Advisory reps
2

Firm details

Headquarters
INDIAN LAND, South Carolina
CRD number
153804
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI89.2%
  • Individuals7.85%
  • Charitable Organizations2.95%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Mcgehee Wealth Advisory Group, Inc. is a small, privately owned advisory firm that provides portfolio management services primarily to individuals, families and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and describes its core advisory activity as portfolio management for individuals and small-business clients. It reports not being an active ESG investor and does not advertise multi-state advisory status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 41%, Public Funds/Mutual Funds 30%, State & Local Bonds 20%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 1%41%
  • Exchange Traded Equities41%
  • Public Funds/Mutual Funds30%
  • State & Local Bonds20%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds1%

Contacts

2 of 2
  • VIRGINIA FRIEND

    ShareholderCRD 5887279

  • JAMES MCGEHEE

    PresidentCRD 2465696

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

INDIAN LAND, SC

LANCASTER

Location

INDIAN LAND, SC

Headquartered in INDIAN LAND, SC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
LANCASTER
Address
8461 Possum Hollow Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth