RIA Intel›Advisers›Ohio›MCGILL INVESTMENT ADVISORY, LLC

MCGILL INVESTMENT ADVISORY, LLC

Advisory

UNIONTOWN, OH

Data as of Apr 15, 2026 · Source: SEC Form ADV

Average account

$145K

across 71 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

33 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

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

WALT ST INVESTMENT MANAGEMENT LTD

$10M

RIGHT INVESTMENT TEAM LLC

$10M

WILDE CAPITAL MANAGEMENT, LLC

$10M

EMMAUS INVESTOR SERVICES CORP.

$10M

CONSERVATIVEMONEY LLC

$10M

JACOBS WEALTH MANAGEMENT, LLC

$10M

Get the full picture on MCGILL INVESTMENT ADVISORY, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MCGILL INVESTMENT ADVISORY, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans