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They include 331 high-net-worth individuals and 1 investment company.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does McGinn Penninger Investment Management offer?","answer":"McGinn Penninger Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.","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 McGinn Penninger Investment Management charge?","answer":"McGinn Penninger Investment Management charges 0.65%–1.00% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"MCGINN PENNINGER ADV PART II A, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does McGinn Penninger Investment Management have?","answer":"McGinn Penninger Investment Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 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 McGinn Penninger Investment Management invest in?","answer":"At the end of its last fiscal year, McGinn Penninger Investment Management’s separately managed accounts held 88% exchange-traded equities, 5% U.S. government and agency bonds, 5% cash and equivalents, 1% investment grade corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs).","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 McGinn Penninger Investment Management?","answer":"McGinn Penninger Investment Management’s direct owners are Bernard McGinn (75% or more) and Ryan Penninger (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does McGinn Penninger Investment Management get paid?","answer":"McGinn Penninger Investment 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":"How do I contact McGinn Penninger Investment Management?","answer":"McGinn Penninger Investment Management’s main office is at 277 S. Washington Street, Suite 340, Alexandria, VA 22314. 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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."}