RIA Intel›Advisers›South Carolina›MCGEHEE WEALTH ADVISORY GROUP, INC.

MCGEHEE WEALTH ADVISORY GROUP, INC.

Advisory

INDIAN LAND, SC

Data as of Apr 16, 2026 · Source: SEC Form ADV

Average account

$2M

across 27 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 16, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, NC, NM, SC, TX, VA

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

27 clients

11 high-net-worth

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

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Advisers of similar size in SC

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

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BATTERY WEALTH MANAGEMENT, INC.

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+29.0% 1Y

ALTAMONT ADVISORS LLC

$46M

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