McAlvany Wealth Management, LLC

McAlvany Wealth Management, LLC is an SEC-registered investment adviser that primarily serves individual clients and related entities, managing roughly $224 million across about 650 client relationships. In addition to discretionary portfolio management, the firm provides sub‑advisory services to other registered investment advisers and performs money‑manager search and monitoring; it does not list high‑net‑worth individuals as a distinct client category in its disclosures.

The firm’s investment approach centers on long‑term capital appreciation and income biased toward “hard” or real assets, with model portfolios (Multiplier, Accumulator, Protector and focused low‑cash or miners‑only variants) that emphasize precious metals miners, bullion proxies, natural resources, infrastructure and specialty real estate alongside cash and fixed income. McAlvany employs fundamental and technical analysis, implements asset allocation and both long‑ and short‑term trading strategies as appropriate, manages accounts on a discretionary basis, and documents rollover recommendations consistent with PTE 2020‑02.

Distinctive aspects of the firm include a close operating relationship with a family‑owned precious metals dealer and the integration of precious‑metals‑focused strategies into its standard model portfolios, a structure the brochure discloses as a potential conflict of interest. The firm’s role as a sub‑advisor to other advisers, its public educational seminars, and its availability of concentrated miners‑only and low‑cash product variants are features that set it apart from many peers in this supported‑firm category.