RIA Intel›Advisers›Pennsylvania›MCDOWELL ASSOCIATES INVESTMENTS, LP

MCDOWELL ASSOCIATES INVESTMENTS, LP

Advisory

GREENSBURG, PA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in PA

#1,226

of 1,528 advisers by AUM

Average account

$151K

across 152 accounts

AUM per adviser

$8M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$23M

Discretionary AUM$19M

Non-Discretionary AUM$5M

Discretionary %80.4%

Total Clients152

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Partnership

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

152 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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