G. Dewayne McAnally provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
G. Dewayne McAnally reports 399 clients. They include 341 individual clients and 58 high-net-worth individuals. Of its assets, 100.0% ($170M across 904 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $1.58M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 45% |
| High-net-worth individuals | 15% | 50% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | 5% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 341 | $76.4M | 44.9% | $224K |
| High-net-worth individuals | 58 | $85.6M | 50.3% | $1.48M |
| Charitable organizations | Fewer than 5 | $47.6K | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $8.1M | 4.8% | — |
| Total | 399 | $170M | 100% | — |
- Clients
- 341
- Regulatory AUM
- $76.4M
- AUM share
- 44.9%
- Avg. per client
- $224K
- Clients
- 58
- Regulatory AUM
- $85.6M
- AUM share
- 50.3%
- Avg. per client
- $1.48M
- Clients
- Fewer than 5
- Regulatory AUM
- $47.6K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $8.1M
- AUM share
- 4.8%
- Avg. per client
- —
Total
- Clients
- 399
- Regulatory AUM
- $170M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
G. Dewayne McAnally is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- A written financial plan is negotiable and priced on the anticipated work, will not exceed $2,500 for any individual plan, and is paid half on signing.
Gary McAnally owns 50% to 75% of G. Dewayne McAnally. The leadership team of G. Dewayne McAnally includes President Gary McAnally and Chief Investment Officer Grant Milner. It has 6 employees, 3 of them in advisory roles.
Leadership
Gary McAnallyPresident/Chief Compliance Officer
Grant MilnerChief Investment Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of G. Dewayne McAnally, LLC
Gary McAnally
Control person · since August 1984
- Owns 25% to 50% of G. Dewayne McAnally, LLC
Grant Milner
Control person · since September 2025
G. Dewayne McAnally’s regulatory assets grew from $126M (May 2022) to $170M (March 2026); clients rose from 355 to 399 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $170M | 399 | 6 | 1 |
| March 2025 | $152M | 385 | 6 | 1 |
| March 2024 | $129M | 371 | 6 | 1 |
| March 2023 | $113M | 356 | 6 | 1 |
| May 2022 | $126M | 355 | 6 | 1 |
Besides its headquarters, G. Dewayne McAnally has 0 offices, with 1 listed address in Oklahoma.
Oklahoma · 1 listed address
- 5120 Gaillardia Corporate PL., Suite B, Oklahoma CityHQ
Other business names
G. Dewayne McAnally has reported 1 other business name to the SEC.
- The Advisory Group
Contact and registration details
- Legal name
- G. Dewayne McAnally, LLC
- Headquarters
- 5120 Gaillardia Corporate PL., Suite B, Oklahoma City, OK 73142
- Website
- Not reported
- Phone
- 405-728-1649
- SEC file
- 801-125817
- Structure
- Oklahoma LLC
- Fiscal year end
- December
G. Dewayne McAnally uses Charles Schwab ($163M) as custodian for its separately managed accounts. G. Dewayne McAnally has custody of $62.5M in client assets for 149 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $163M100%
At year end, G. Dewayne McAnally’s separately managed accounts were mostly in funds (63%) and bonds (21%).
What the accounts hold
- Stocks6%
- Funds63%
- Registered funds60%
- Pooled vehicles3%
- Bonds21%
- State and local bonds18%
- U.S. government and agency bonds3%
- Cash10%
How many clients does G. Dewayne McAnally have?
G. Dewayne McAnally has 399 clients and manages $170 million for them, as of March 2026. They include 341 individual clients and 58 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does G. Dewayne McAnally offer?
G. Dewayne McAnally provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does G. Dewayne McAnally use?
G. Dewayne McAnally’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $163M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does G. Dewayne McAnally have?
G. Dewayne McAnally has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does G. Dewayne McAnally invest in?
At the end of its last fiscal year, G. Dewayne McAnally’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 18% state and local bonds, 10% cash and equivalents, 6% exchange-traded equities, 3% U.S. government and agency bonds and 3% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns G. Dewayne McAnally?
G. Dewayne McAnally’s direct owners are Gary McAnally (50% to 75%) and Grant Milner (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does G. Dewayne McAnally get paid?
G. Dewayne McAnally is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact G. Dewayne McAnally?
G. Dewayne McAnally’s main office is at 5120 Gaillardia Corporate PL., Suite B, Oklahoma City, OK 73142. Its phone number is 405-728-1649.