McGuire Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
McGuire Capital Advisors reports 1,440 clients. They include 1,386 individual clients, 36 high-net-worth individuals, and 16 corporations and other businesses. Of its assets, 100.0% ($202M across 2,119 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 96% | 59% |
| High-net-worth individuals | 3% | 38% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,386 | $120M | 59.5% | $86.8K |
| High-net-worth individuals | 36 | $77.5M | 38.3% | $2.15M |
| Charitable organizations | Fewer than 5 | $53.8K | 0.0% | $26.9K |
| Corporations and other businesses | 16 | $4.56M | 2.3% | $285K |
| Total | 1,440 | $202M | 100% | — |
- Clients
- 1,386
- Regulatory AUM
- $120M
- AUM share
- 59.5%
- Avg. per client
- $86.8K
- Clients
- 36
- Regulatory AUM
- $77.5M
- AUM share
- 38.3%
- Avg. per client
- $2.15M
- Clients
- Fewer than 5
- Regulatory AUM
- $53.8K
- AUM share
- 0.0%
- Avg. per client
- $26.9K
- Clients
- 16
- Regulatory AUM
- $4.56M
- AUM share
- 2.3%
- Avg. per client
- $285K
Total
- Clients
- 1,440
- Regulatory AUM
- $202M
- 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
McGuire Capital Advisors charges 1.00%–2.00% a year for its Separate Account Management. The fee is billed in advance and is negotiable.
Fee details and sources
Michael McGuire owns 75% or more of McGuire Capital Advisors. The leadership team of McGuire Capital Advisors includes President Michael McGuire and Chief Compliance Officer Scott McPherson. It has 5 employees, 4 of them in advisory roles.
Leadership
Michael McGuirePresident, Treasurer
Scott McPhersonChief Compliance Officer
Michael McGuireChief Information Security Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 insurance agents
- Owns 75% or more of McGuire Capital Advisors, Inc.
Michael McGuire
Control person · since February 2023
McGuire Capital Advisors’ regulatory assets grew 1.7× from $116M (July 2025) to $202M (June 2026); clients rose from 1,184 to 1,440 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $202M | 1,440 | 5 | 1 |
| July 2025 | $116M | 1,184 | 5 | 1 |
Besides its headquarters, McGuire Capital Advisors has 0 offices, with 1 listed address in Oklahoma.
Oklahoma · 1 listed address
- 6632 NW 39th Expy, BethanyHQ
Other business names
McGuire Capital Advisors has reported 1 other business name to the SEC.
- McGuire Advisors
Contact and registration details
- Legal name
- McGuire Capital Advisors, Inc.
- Headquarters
- 6632 NW 39th Expy, Bethany, OK 73008-2760
- Website
- mcguirecap.com
- Phone
- 405-378-2233
- SEC file
- 801-133863
- Structure
- Oklahoma corporation
- Fiscal year end
- December
McGuire Capital Advisors uses Charles Schwab ($202M) as custodian for its separately managed accounts. McGuire Capital Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Phoenix, AZ · $202M100%
At year end, McGuire Capital Advisors’ separately managed accounts were mostly in stocks (58%) and funds (38%). Its reported 13F holdings for the quarter ended 30 June 2026 total $183M across 915 positions; the largest are Nvidia Corporation (20.3%), Apple Inc. (3.7%) and Vaneck ETF Trust (3.1%).
What the accounts hold
- Stocks58%
- Funds38%
- Bonds1%
- Cash3%
Reported 13F holdings
- $183M
- Reported 13F value
- 915
- Positions
- 45.5%
- In the 10 largest
- +17.3%
- Value vs. prior quarter
- Nvidia Corporation20.3%
- Apple Inc.3.7%
- Vaneck ETF Trust · Semiconductr ETF3.1%
- State Str SPDR S&P 500 ETF T · TR Unit2.9%
- Micron Technology Inc.2.9%
- Advanced Micro Devices Inc.2.7%
- Tesla Inc.2.7%
- Exxon Mobil Corp.2.6%
- Invesco Qqq TR · Unit Ser 12.4%
- Caterpillar Inc.2.2%
Together, the ten largest are 45.5% of reported value.
How many clients does McGuire Capital Advisors have?
McGuire Capital Advisors has 1,440 clients and manages $202 million for them, as of June 2026. They include 1,386 individual clients, 36 high-net-worth individuals, and 16 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 June 2026
What services does McGuire Capital Advisors offer?
McGuire Capital Advisors 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
How much does McGuire Capital Advisors charge?
McGuire Capital Advisors charges 1.00%–2.00% a year for its Separate Account Management. The fee is billed in advance and is negotiable.
Which custodians does McGuire Capital Advisors use?
McGuire Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Phoenix, AZ), with $202M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 June 2026
How many financial advisors does McGuire Capital Advisors have?
McGuire Capital Advisors has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 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 McGuire Capital Advisors invest in?
At the end of its last fiscal year, McGuire Capital Advisors’ separately managed accounts held 58% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns McGuire Capital Advisors?
McGuire Capital Advisors’ direct owner is Michael McGuire (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 June 2026
How does McGuire Capital Advisors get paid?
McGuire Capital Advisors 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
How do I contact McGuire Capital Advisors?
McGuire Capital Advisors’ main office is at 6632 NW 39th Expy, Bethany, OK 73008-2760. Its phone number is 405-378-2233. Its website is mcguirecap.com.