McGehee Capital Management

McGehee Capital Management is a solo registered investment adviser that provides portfolio management and investment advisory services to individuals and a limited number of institutional clients. Its Form ADV Part 2 lists a broad mix of client types — including sovereign wealth funds, banking or thrift institutions, state and municipal governments, insurance companies, other investment advisers, corporations, charitable organizations, and pension or profit-sharing plans — and reports managing approximately $233,402 for two clients.

The brochure indicates the firm primarily offers discretionary portfolio management and is paid on a percentage-of-AUM basis, with periodic account reviews and documented methods of analysis and investment strategies described in the ADV. Standard ADV sections referenced in the brochure cover brokerage practices, custody, and investment discretion, which govern how the adviser implements and monitors client portfolios.

What distinguishes McGehee from many peers is the combination of very small reported assets and client count alongside an uncommon slate of institutional client types, as disclosed in its Form ADV. The firm also discloses disciplinary information in Item 9 of the brochure, a feature that is relatively rare among independent single-advisor firms.