MCGUIRE CAPITAL ADVISORS, INC.
Firm details
- Headquarters
- BETHANY, Oklahoma
- CRD number
- 164549
- Registered since
- July 11, 2025
- Website
- www.mcguirecap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals59.96%
- HNWI39.35%
- Corporations / Businesses0.65%
- Charitable Organizations0.04%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Mcguire Capital Advisors, Inc. is an SEC-registered advisory corporation that manages portfolios for both individual/family clients and institutional or business accounts. The firm bills primarily as a percentage of assets under management and lists portfolio management for individuals, small businesses, and institutions among its advisory activities, along with the selection of external advisers. Mcguire Capital is not identified as an active ESG investor and reports being overseen by an individual owner. Its SEC registration was recorded in 2025.
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
- Exchange Traded Equities58%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
3 of 4Justin Dodson
Senior Vice PresidentCRD 7902852
M. MCGUIRE
PresidentCRD 6439182
MICHAEL MCGUIRE
President & FounderCRD 2106287
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 314Active vs passive
$35.9M in ETFs
63%
$22.6M
31%
$13.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.1M | 4,815 | 8.73% |
Location
BETHANY, OK
OKLAHOMA
Location
BETHANY, OK
Headquartered in BETHANY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 6632 NW 39th Expy
- Time zone
- CT (UTC-6)
- Office locations
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