MCGOWAN GROUP ASSET MANAGEMENT, INC.
SEC RegisteredDEVOTED TO PROVIDING ASSET MANAGEMENT & FINANCIAL PLANNING SOLUTIONS TO HIGH NET WORTH FAMILIES
About the firm
McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced wealth management, personalized investment planning solutions, and investment strategies to high net worth families and related institutions with the ultimate goal of delivering superior client profitability through excellence in service. With over $1.2 Billion in assets under management, MGAM's investment management expertise extends across multiple investment categories: traditional safety in fixed income, high cash flow strategies, and growth with income.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, personalized investment planning, investment management, trust and estate planning, tax planning and preparation, philanthropic planning and charitable giving strategies, model portfolios, and financial education through NetWorth Radio broadcasts.
Who they serve
High net worth families and related institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,642 | $176M |
| High Net Worth Individuals | 1,112 | $862M |
| Charitable Organizations | 2 | $7.6M |
| State/Municipal Entities | 10 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Greater than $1MM | 0.99% |
| Greater than $3MM | 0.88% |
| Greater than $10MM | 0.83% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MCGOWAN GROUP ASSET MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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