The McHugh Group, LLC
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About
The McHugh Group, LLC provides ongoing portfolio management to individual and high-net-worth clients, tailoring Investment Policy Statements and investment plans to each client’s goals, risk tolerance, and time horizon. Services focus on long-term portfolio management for retirement and non-retirement accounts with periodic monitoring and reporting.
The firm’s investment approach is grounded in modern portfolio theory and a long-term trading strategy, typically using mutual funds, equities, fixed income securities, and ETFs while emphasizing long-term capital appreciation and tax minimization. MG generally seeks discretionary authority to implement clients’ Investment Policy Statements and conducts monthly reviews with custodial account reporting.
Notable differences from many peers include that the firm’s principal is a licensed attorney and may, from time to time, provide legal advice or products outside of the advisory business — a relationship the brochure identifies as a potential conflict of interest, though clients are not required to use those services. The firm also manages an unusually large amount of assets for its size (over $331 million for a single-advisor structure and about 30 clients), requires use of a specific custodian (Fidelity), and does not aggregate block trades across multiple client accounts.
Client services
Expertise
Fee options
1.50% annually
Main office
Bratenahl OH
Advisors at this office
2
Most active in
Ohio
Also doing business as
Canterbury Capital · Canterbury Capital, Ltd. · Terrence P. Mchugh, LLC · The Mchugh Group, LLC
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:
Lawyer
They provide legal services, typically billed separately.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Terrence M
Bratenahl, OH
The McHugh Group, LLC
Terrence Mchugh is the principal of The McHugh Group, LLC, with 25 years of industry experience. He has operated The McHugh Group since 2002 and has been in the advisory business through Terrence P. McHugh, LLC since 1999. In addition to his role as a financial advisor, he is also a licensed attorney. The McHugh Group, LLC provides portfolio management and advisory services primarily to individuals and high-net-worth clients. The firm uses a Modern Portfolio Theory-based investment process focused on long-term capital appreciation and tax minimization, managing accounts typically on a discretionary basis with individualized Investment Policy Statements.
Sean M
Series 65
Bratenahl, OH
The McHugh Group, LLC
Sean Mc Hugh is a financial advisor with The McHugh Group, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes positions at Parker Hannifin and a role at Westwood Country Club. The McHugh Group, LLC provides portfolio management services to individual and high-net-worth clients, focusing on long-term investment strategies aligned with clients’ goals and risk tolerance. The firm applies modern portfolio theory using mutual funds, equities, fixed income, and ETFs, emphasizing capital appreciation and tax minimization through discretionary management and regular account reviews.
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