A complete list of active advisors currently associated with McGuire Capital Advisors, Inc.
Warmer can help you find a great advisor at McGuire Capital Advisors, Inc. or one who fits your needs even better.
McGuire Capital Advisors provides discretionary portfolio management for individuals (including high‑net‑worth clients), small businesses, and other institutional accounts, and also acts as a co‑advisor to third‑party model portfolios through an arrangement with a separate manager. The firm manages client assets in separately managed accounts and requires clients to use custodians and broker‑dealers selected by the firm for execution and custody. The firm’s investment process combines fundamental analysis and technical charting, and portfolios are tailored to each client’s documented investment profile with at least annual reviews and ongoing adjustments as needed. Its implementation uses a mix of long‑ and short‑term trades, expressly avoids options and frequent trading, and discloses the use of margin borrowing as a management tool for some accounts. Notable differences from many peers include a high client load per advisor—roughly 340 clients per advisor—alongside affiliated tax and insurance practices (recently formed tax advisory operations and in‑house insurance sales) that the firm discloses as potential conflicts of interest. The firm also shares fees and operates as a co‑advisor with third‑party managers, a structure that is documented in client agreements and disclosed in its brochure.
To learn more about the advisors currently working at McGuire Capital Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bethany, OK
| 2
| |
Bethany, OK
| 11
| |
Bethany, OK
| 35
| |
Bethany, OK
| 5
|
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