G. Dewayne Mcanally
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
G. DeWayne McAnally, LLC provides financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, estates, retirement plans and business entities, managing approximately $170.1 million in client assets across roughly 399 client relationships with three advisors. Services include model‑based portfolio management (wrap, non‑wrap and web‑based programs), financial plans, and the recommendation or oversight of sub‑advisers.
The firm constructs diversified portfolios using in‑house and third‑party model portfolios and monitors and rebalances accounts on an ongoing basis with at least annual formal reviews. Its investment process draws on fundamental, technical and quantitative analysis and can include options strategies, direct indexing, and access to alternative investments to accommodate tax, risk‑tolerance and customization needs.
GDM’s Form ADV discloses recent material changes, including an updated AUM filing and an ownership change reported in 2025, and it serves as sponsor and portfolio manager for wrap fee programs named Navigator Plus and Pilot (though it is not accepting new wrap clients). The brochure also discloses access to a third‑party alternative‑investment platform, the firm’s use of Schwab Advisor Services (and related soft‑dollar benefits), and that certain associated persons are licensed insurance agents who may earn commissions, each noted as potential conflicts of interest.
Client services
Expertise
Fee options
Financial planning fees up to $2,500 per plan, payable half upfront and balance upon delivery.
$0 - $249,999: 1.35% annually $250,000 - $500,000: 1.20% annually $500,001 - $750,000: 1.05% annually $750,001+: 0.90% annually
Certain associated persons earn commissions from insurance products separate from advisory fees.
Financial planning fees negotiable, not to exceed $2,500 per plan; hourly fees billed directly after services.
Account minimum: $25,000
Main office
5120 Gaillardia Corporate Pl., Suite B
Oklahoma City OK 73142
Advisors at this office
3
Most active in
Nebraska · Oklahoma · Texas
Also doing business as
G. Dewayne Mcanally · G. Dewayne Mcanally, LLC · The Advisory Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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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.
Quick links
Advisors at this firm
Jenna M
Series 63, Series 65
Oklahoma City, OK
G. Dewayne Mcanally
Jenna Mcalister is a financial advisor with G. Dewayne Mcanally, holding Series 63 and Series 65 designations and bringing nine years of industry experience. She has been with G. Dewayne Mcanally since 2015. G. Dewayne Mcanally, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, and options, combining fundamental, technical, and cyclical analysis to guide portfolio management.
Grant M
Series 63, Series 65
Oklahoma City, OK
G. Dewayne Mcanally
Grant Milner is a financial advisor at G. Dewayne McAnally with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2011. In addition to his advisory role, Mr. Milner is independently licensed to sell life and health insurance products and conducts insurance sales as an independent agent. G. Dewayne McAnally provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm constructs diversified portfolios using mutual funds, ETFs, equities, bonds, and options, employing a combination of fundamental, technical, and cyclical analysis, and offers access to alternative and private-fund investments through a third-party platform.
Gary M
Series 63
Oklahoma City, OK
G. Dewayne Mcanally
Gary Mcanally is a financial advisor with G. Dewayne Mcanally, holding a Series 63 designation and over 44 years of industry experience. He has been with G. Dewayne Mcanally since 1984. Outside of advisory work, he is involved in insurance product sales for several companies. G. Dewayne Mcanally, LLC provides financial planning and discretionary portfolio management services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and offers access to alternative and private-fund investments through a third-party platform.
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