M
Mcgehee Wealth Advisory Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$43,659,715
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
26
42% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$1,679,220
About
McGehee Wealth Advisory Group provides ongoing investment management and related services to individuals, high‑net‑worth clients, family trusts and charitable organizations. The firm handles investment goal setting, risk assessment, account establishment and maintenance, and quarterly reporting, and reports approximately $44,988,190 in assets under management across a small client roster.
Portfolios are tailored to each client’s objectives and risk tolerance and may be managed on a fully or partially discretionary basis, with clients able to impose written restrictions on securities or sectors. The firm applies asset allocation, dollar‑cost averaging, buy‑and‑hold approaches and occasional technical analysis, and it advises clients to consult tax professionals for material tax considerations.
Distinctive features include its explicit work with charitable organizations — a client type that is uncommon among independent advisors — combined with a very small client base and family ownership, which corresponds to relatively high assets per client and individualized account handling. The firm uses a national custodian for brokerage and custody, maintains a formal Code of Ethics and proxy‑voting procedures, and does not charge performance‑based fees or use soft‑dollar arrangements.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80% $4,000,001 - $5,000,000: 0.70% $5,000,001 - $6,000,000: 0.60% $6,000,001 - $7,000,000: 0.50% $7,000,001 - $8,000,000: 0.40% $8,000,001 - $9,000,000: 0.30% $9,000,001 - $10,000,000: 0.20% $10,000,001+: 0.10%
Main office location
Mcgehee Wealth Advisory Group, Inc.
8461 Possum Hollow Rd, Suite E112
Indian Land SC 29707, United States
Number of offices
1
Most active in
Mcgehee Wealth Advisory Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Colorado · New Mexico · North Carolina · South Carolina · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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