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They include 650 individuals, 7 other investment advisers, and 7 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does McAlvany Wealth Management offer?","answer":"McAlvany Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, 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":"How much does McAlvany Wealth Management charge?","answer":"McAlvany Wealth Management charges 0.70%–1.50% a year for its Individual portfolio management. The fee is billed in advance, is negotiable and requires an account of at least $350,000.","source":"FORM ADV PART 2A & 2B MWM 030926, filed 9 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does McAlvany Wealth Management use?","answer":"McAlvany Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $205M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does McAlvany Wealth Management have?","answer":"McAlvany Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 McAlvany Wealth Management invest in?","answer":"At the end of its last fiscal year, McAlvany Wealth Management’s separately managed accounts held 65% exchange-traded equities, 30% U.S. government and agency bonds and 5% cash and equivalents.","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":"Does McAlvany Wealth Management have a minimum investment?","answer":"Yes, McAlvany Wealth Management’s minimum account size for its Individual portfolio management is $350K.","source":"FORM ADV PART 2A & 2B MWM 030926, filed 9 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns McAlvany Wealth Management?","answer":"McAlvany Wealth Management’s direct owners are David McAlvany (50% to 75%) and David S. McAlvany Irrevocable Trust (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does McAlvany Wealth Management get paid?","answer":"McAlvany Wealth Management is paid through a percentage of assets under management. 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":"Is McAlvany Wealth Management registered with the SEC?","answer":"Yes, McAlvany Wealth Management has been registered with the SEC as an investment adviser since 11 March 2010. Its CRD number is 146021 and its SEC file number is 801-71124.","source":"Form ADV Part 1A, Item 1, filed 2 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact McAlvany Wealth Management?","answer":"McAlvany Wealth Management’s main office is at 166 Turner DR, Durango, CO 81301. Its phone number is 866-211-8970. 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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."}