{"url":"https://nivawealth.com/firms/g-dewayne-mcanally-118511","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/118511","regulatoryAum":170109509,"crd":"118511","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5417512","suffix":null,"lastName":"MCALISTER","firstName":"JENNA","middleName":"RUTH"},{"crd":"726867","suffix":null,"lastName":"MCANALLY","firstName":"GARY","middleName":"DEWAYNE"},{"crd":"5467184","suffix":null,"lastName":"MILNER","firstName":"GRANT","middleName":"RICHARD"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-05-06","regulatoryAum":125904704,"clients":355,"employees":6,"offices":1},{"filedOn":"2023-03-23","regulatoryAum":113225508,"clients":356,"employees":6,"offices":1},{"filedOn":"2024-03-26","regulatoryAum":129119154,"clients":371,"employees":6,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":152022727,"clients":385,"employees":6,"offices":1},{"filedOn":"2026-03-24","regulatoryAum":170109509,"clients":399,"employees":6,"offices":1}],"secFileNumber":"801-125817","legalName":"G. Dewayne McAnally, LLC","displayName":"G. 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Dewayne McAnally has custody of $62.5M in client assets for 149 clients.","otherCustodians":[],"leadership":[{"name":"Gary McAnally","title":"President/Chief Compliance Officer","crd":"726867"},{"name":"Grant Milner","title":"Chief Investment Officer","crd":"5467184"}],"ownership":[{"label":"Gary McAnally","detail":"President/chief compliance officer in the 50% to 75% ownership band and a control person, since August 1984."},{"label":"Grant Milner","detail":"Chief investment officer in the 25% to 50% ownership band and a control person, since September 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Oklahoma","offices":1,"addresses":[{"street":"5120 Gaillardia Corporate PL., Suite B","city":"Oklahoma City","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"405-728-1649","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":6},{"label":"U.S. government/agency bonds","percent":3},{"label":"U.S. state and local bonds","percent":18},{"label":"Securities issued by registered investment companies or business development companies","percent":60},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":3},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":0},"sources":{"adv1FilingDate":"24 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/118511/PDF/118511.pdf","brochureDate":"24 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024984","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does G. Dewayne McAnally have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does G. Dewayne McAnally offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does G. Dewayne McAnally use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does G. Dewayne McAnally have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does G. Dewayne McAnally invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns G. Dewayne McAnally?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does G. Dewayne McAnally get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact G. Dewayne McAnally?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}