McGinn Penninger Investment Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$118,265,961
Clients
331
Advisors
4
of 5 employees
About
McGinn Penninger Investment Management provides discretionary portfolio management primarily to high‑net‑worth individuals and also serves institutional clients, including pension and profit‑sharing plans and an affiliated mutual fund. As of 12/31/2025 the firm reported approximately $204 million in discretionary assets under management across its client accounts and sub‑advisory relationships.
The firm follows a long‑term, large‑cap value equity approach with a contrarian emphasis, assembling focused portfolios of companies it believes trade below intrinsic value and may improve earnings or cash flow over time. Accounts are managed on a discretionary basis with quarterly reviews and occasional client‑specific fixed income or asset‑allocation work on a case‑by‑case basis.
McGinn Penninger is a sub‑adviser to the Union Street Partners Value Fund and owns a 50% interest in Union Street Partners LLC, an affiliation disclosed in the brochure that is less common among similarly sized team advisers. The firm regularly integrates the affiliated mutual fund into client solutions and excludes clients’ investments in that fund from its separate portfolio fee calculation, a practice and ownership structure that distinguish it from many peers.
Client services
Expertise
Fee options
$0 - $1,500,000: 1.00% annually $1,500,001 - $3,000,000: 0.85% annually $3,000,001+: 0.65% annually
Main office
277 S. Washington Street, Suite 340
Alexandria VA 22314
Advisors at this office
4
Most active in
California · District of Columbia · Florida · Maryland · New York · South Carolina · Virginia
Also doing business as
Mcginn Investment Management Inc · Mcginn Penninger Investment Management Inc. · Mcginn Penninger Investment Management, Inc. · Mcginn Penninger Investment Managment, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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.
Advisors at this firm
Christopher L
Series 65
Alexandria, VA
McGinn Penninger Investment Management Inc.
Christopher Lane is a financial advisor at McGinn Penninger Investment Management Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at the University of Maryland and Bullis School. McGinn Penninger Investment Management provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, focusing on a long-term, large-cap value equity strategy with fundamental analysis and contrarian purchases. The firm also serves as sub-adviser to the Union Street Partners Value Fund and offers tailored portfolio management across individual accounts and the fund.
Richard S
CFP®, Series 65
Alexandria, VA
McGinn Penninger Investment Management Inc.
Richard Slater is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with McGinn Penninger Investment Management Inc. since 2025 and previously operated his own financial planning firm for 15 years. McGinn Penninger Investment Management provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, including pension and profit-sharing plans. The firm employs a long-term, large-cap value equity strategy focused on fundamental analysis and contrarian purchases, and it serves as sub-adviser to the Union Street Partners Value Fund.
Ryan P
CFA®, Series 66
Alexandria, VA
McGinn Penninger Investment Management Inc.
Ryan Penninger is a CFA® charterholder with 15 years of industry experience. He has been with McGinn Investment Management since 2010 and holds a Series 66 license. McGinn Penninger Investment Management provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, including pension and profit-sharing plans. The firm follows a long-term, large-cap value equity strategy focused on fundamental analysis and serves as a sub-adviser to a mutual fund, offering clients access to investment company strategies not commonly managed by similar firms.
Bernard M
CFA®, Series 63, Series 65
Alexandria, VA
McGinn Penninger Investment Management Inc.
Bernard McGinn is a CFA® charterholder with 25 years of industry experience. He has been with McGinn Investment Management since 1992 and currently serves as Chief Investment Officer of Union Street Partners LLC. McGinn Penninger Investment Management provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, employing a long-term, large-cap value equity strategy with a focus on fundamental analysis and contrarian purchases. The firm also acts as sub-adviser to the Union Street Partners Value Fund and offers portfolio management across individual accounts and the fund on a discretionary basis.
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