McGowan & Co LLP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
McGowan & Co., LLP provides personalized investment management and financial advice to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and businesses. The firm reports roughly $655.6 million in assets under management across about 240 accounts and typically charges fees based on a percentage of assets under management.
McGowan establishes an Investment Policy Statement for each client and implements customized asset‑allocation strategies that may include individual equities, fixed income, mutual funds, ETFs, options and limited use of margin or short sales, while monitoring transitions and tax considerations. The firm ordinarily manages client accounts on a non‑discretionary basis—requiring client approval before making changes—and maintains only a small discretionary sleeve (approximately $2.85 million across eight accounts), which can make trade timing dependent on client responsiveness.
A notable feature is the firm’s affiliation with an allied certified public accounting practice: firm principals are managing members of an affiliated accounting firm and may recommend or provide accounting and tax services, a relationship the brochure discloses as a potential conflict of interest. McGowan also generally applies a $2 million account minimum (subject to waiver) and recommends Schwab Advisor Services as custodian, receiving certain research and services in return.
Client services
Expertise
Fee options
$0+: 0.90% $2,000,000+: 0.50%
Account minimum: $2,000,000
Main office
937 Glenbrook Ave, Po Box 1180
Bryn Mawr PA 19010
Advisors at this office
3
Most active in
Delaware · Florida · Georgia · Louisiana · Maryland · New Hampshire · New Jersey · Pennsylvania · Texas · Virginia
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate 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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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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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
Brian M
Bryn Mawr, PA
McGowan & Co LLP
Brian McGowan is a financial advisor at McGowan & Co LLP with 24 years of industry experience. He has been with McGowan & Co., LLP since 1998 and McGowan & Co., LLC since 2000. Outside of his advisory role, he is a member of a related CPA firm where he prepares income taxes and handles estate, retirement, and educational planning. McGowan & Co., LLP provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm primarily operates on a non-discretionary basis, emphasizing client-directed decisions, and manages a diverse range of assets including individual stocks, bonds, mutual funds, ETFs, and options.
Brian M
Bryn Mawr, PA
McGowan & Co LLP
Brian McGowan is a financial advisor with McGowan & Co LLP in Bryn Mawr, PA, holding 28 years of industry experience. He has been with McGowan & Co., LLP since 1997 and McGowan & Co., LLC since 2000. In addition to his advisory role, he is a member of a related CPA firm that provides financial planning services including income tax preparation, estate planning, and retirement planning. McGowan & Co., LLP offers personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes a primarily non-discretionary approach, documenting client objectives in Investment Policy Statements and managing approximately $575 million across over 230 accounts as of the end of 2024.
Brendan M
CFP®
Bryn Mawr, PA
McGowan & Co LLP
Brendan Mcgowan is a CFP® with 24 years of industry experience, currently serving as an advisor at McGowan & Co LLP since 1998. He is also a member of MCGOWAN & CO., LLC, a CPA firm where he provides financial planning services including income tax preparation, estate planning, and retirement planning. McGowan & Co., LLP offers personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes client-directed decision making through a primarily non-discretionary investment approach and integrates services with a related CPA practice.
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