G. Dewayne Mcanally

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Client assets under management

$161,966,107

Clients

399

15% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

133

Very High

Average account size

$405,930

About

G. DeWayne McAnally, LLC provides financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, estates, retirement plans and business entities, managing approximately $170.1 million in client assets across roughly 399 client relationships with three advisors. Services include model‑based portfolio management (wrap, non‑wrap and web‑based programs), financial plans, and the recommendation or oversight of sub‑advisers.

The firm constructs diversified portfolios using in‑house and third‑party model portfolios and monitors and rebalances accounts on an ongoing basis with at least annual formal reviews. Its investment process draws on fundamental, technical and quantitative analysis and can include options strategies, direct indexing, and access to alternative investments to accommodate tax, risk‑tolerance and customization needs.

GDM’s Form ADV discloses recent material changes, including an updated AUM filing and an ownership change reported in 2025, and it serves as sponsor and portfolio manager for wrap fee programs named Navigator Plus and Pilot (though it is not accepting new wrap clients). The brochure also discloses access to a third‑party alternative‑investment platform, the firm’s use of Schwab Advisor Services (and related soft‑dollar benefits), and that certain associated persons are licensed insurance agents who may earn commissions, each noted as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Concentrated stock management Options & derivatives strategies ESG / Sustainable investing

Fee options

Fixed

Financial planning fees up to $2,500 per plan, payable half upfront and balance upon delivery.

Percentage

$0 - $249,999: 1.35% annually $250,000 - $500,000: 1.20% annually $500,001 - $750,000: 1.05% annually $750,001+: 0.90% annually

Commissions

Certain associated persons earn commissions from insurance products separate from advisory fees.

Project-based

Financial planning fees negotiable, not to exceed $2,500 per plan; hourly fees billed directly after services.

Other

Account minimum: $25,000

Main office location

G. Dewayne Mcanally

5120 Gaillardia Corporate Pl., Suite B

Oklahoma City OK 73142, United States

Number of offices

Most active in

Nebraska · Oklahoma · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 405-728-1649

Advisors at this firm

Jenna M

Series 63, Series 65

Oklahoma City, OK

G. Dewayne Mcanally

Jenna Mcalister is a financial advisor with G. Dewayne Mcanally, holding Series 63 and Series 65 designations and bringing nine years of industry experience. She has been with G. Dewayne Mcanally since 2015. G. Dewayne Mcanally, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, and options, combining fundamental, technical, and cyclical analysis to guide portfolio management.

Private / alternative investments Concentrated stock management Options & derivatives strategies ESG / Sustainable investing

Grant M

Series 63, Series 65

Oklahoma City, OK

G. Dewayne Mcanally

Grant Milner is a financial advisor at G. Dewayne McAnally with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2011. In addition to his advisory role, Mr. Milner is independently licensed to sell life and health insurance products and conducts insurance sales as an independent agent. G. Dewayne McAnally provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm constructs diversified portfolios using mutual funds, ETFs, equities, bonds, and options, employing a combination of fundamental, technical, and cyclical analysis, and offers access to alternative and private-fund investments through a third-party platform.

Private / alternative investments Concentrated stock management Options & derivatives strategies ESG / Sustainable investing

Gary M

Series 63

Oklahoma City, OK

G. Dewayne Mcanally

Gary Mcanally is a financial advisor with G. Dewayne Mcanally, holding a Series 63 designation and over 44 years of industry experience. He has been with G. Dewayne Mcanally since 1984. Outside of advisory work, he is involved in insurance product sales for several companies. G. Dewayne Mcanally, LLC provides financial planning and discretionary portfolio management services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and offers access to alternative and private-fund investments through a third-party platform.

Private / alternative investments Concentrated stock management Options & derivatives strategies ESG / Sustainable investing

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