RIA Intel›Advisers›Texas›MCGOWAN GROUP ASSET MANAGEMENT, INC.

MCGOWAN GROUP ASSET MANAGEMENT, INC.

Advisory

N·DALLAS, TX

Data as of May 20, 2026 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

+19.0%

3-Year CAGR

+8.2%

Employees

5

Assets Under Management

Total AUM$1.1B

Discretionary AUM$1.0B

Non-Discretionary AUM$82M

Discretionary %92.4%

Total Clients743

Team

Total Employees5

Investment Advisers9

Employee Growth (1Y)—

Filing History

Total Filings on Record37

First FilingJun 14, 2010

Latest FilingMay 20, 2026

🔒 Full AUM trend chart and 37 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MCGOWAN GROUP ASSET MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.