McGuire Capital Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$197,813,106
Clients
1,422
Advisors
4
of 5 employees
About
McGuire Capital Advisors manages discretionary separately managed accounts primarily for individual clients (including high net worth individuals) and small businesses, and also offers co-advisory services through a third‑party manager. The firm selects custodians and broker‑dealers for clients, implements recommended transactions, and delivers regular account reporting through those custodians.
The firm tailors portfolios from a documented investment profile for each client and uses a mix of fundamental analysis and technical charting to select securities, implementing primarily long‑ and short‑term purchases and periodic reviews. McGuire Capital discloses that it may borrow against client securities (use margin) as part of portfolio management and participates in third‑party model programs managed by its co‑advisor partner, including tactical and defined‑outcome strategies.
Noteworthy distinctions include a high client load relative to its advisory staff—managing roughly 1,422 client relationships with four advisors—which is materially higher than typical for similarly sized supported firms. The firm also maintains affiliated businesses (an insurance producer entity and a tax advisory/preparation company) and a fee‑sharing/incentive arrangement with its co‑advisor, all of which are disclosed as potential conflicts of interest in the brochure.
Client services
Expertise
Fee options
$0 - $2,000,000: 2.00% annually $2,000,000 - $3,000,000: 1.50% annually $3,000,000 - $4,000,000: 1.25% annually $4,000,000+: 1.00% annually
Main office
6632 NW 39th Expy
Bethany OK 73008-2760
Advisors at this office
4
Most active in
Oklahoma · Texas
Also doing business as
Hunter Mcguire Capital Management, L.L.C. · Mcguire Advisors · Mcguire Capital Advisors, Inc. · Mcguire Capital Management, L.L.C.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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
Michael M
Series 63, Series 65
Bethany, OK
McGuire Capital Advisors, Inc.
Michael McGuire is a financial advisor with McGuire Capital Advisors, Inc. in Bethany, Oklahoma, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has held roles at multiple related entities including McGuire Tax Advisors, LLC, McGuire Retirement Solutions, LLC, and McGuire Holding Company, LLC. In addition to his advisory work, he co-owns McGuire Tax Advisors, a tax advisory and preparation business. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm uses a blend of fundamental analysis and charting to build individualized investment profiles and manages approximately $116 million across roughly 1,175 clients.
Justin D
Series 65
Bethany, OK
McGuire Capital Advisors, Inc.
Justin Dodson is a financial advisor with McGuire Capital Advisors, Inc. in Bethany, Oklahoma. He holds a Series 65 designation and has one year of industry experience. Prior to joining McGuire Capital Advisors, he worked at Retire Safe LLC and operated his own business for several years. Dodson is also licensed as an Insurance Producer in Oklahoma and offers fixed insurance products through McGuire Retirement Solutions, LLC. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm uses a combination of fundamental analysis and charting to build individualized investment profiles and manages approximately $116 million for about 1,175 clients.
M. M
Series 66
Bethany, OK
McGuire Capital Advisors, Inc.
M. McGuire is a financial advisor at McGuire Capital Advisors, Inc. in Oklahoma City, OK, holding a Series 66 designation with 10 years of industry experience. He has worked at several related firms including McGuire Capital Management, L.L.C. and Access Financial Group, Inc. McGuire is also licensed as an Insurance Producer in Oklahoma and provides life insurance services through McGuire Retirement Solutions, LLC. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm uses a combination of fundamental analysis and charting to implement individualized investment portfolios and manages approximately $116 million for about 1,175 clients.
Scott M
Series 65
Bethany, OK
McGuire Capital Advisors, Inc.
Scott McPherson is a financial advisor at McGuire Capital Advisors, Inc. with six years of industry experience. He holds a Series 65 designation and has a background that includes tax advisory and consulting services through his own tax preparation business and CPA practice. McPherson is also licensed to sell life and health insurance policies in Oklahoma. McGuire Capital Advisors manages discretionary separately managed accounts primarily for individual and small business clients, employing a blend of fundamental analysis and technical charting to tailor portfolios from documented investment profiles. The firm handles a high client load relative to its advisory staff and offers co-advisory services through a third-party manager.
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