McGehee Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$233,402
Clients
2
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$116,701
About
McGehee Capital Management is a solo registered investment adviser that provides portfolio management and investment advisory services to individuals and a limited number of institutional clients. Its Form ADV Part 2 lists a broad mix of client types — including sovereign wealth funds, banking or thrift institutions, state and municipal governments, insurance companies, other investment advisers, corporations, charitable organizations, and pension or profit-sharing plans — and reports managing approximately $233,402 for two clients.
The brochure indicates the firm primarily offers discretionary portfolio management and is paid on a percentage-of-AUM basis, with periodic account reviews and documented methods of analysis and investment strategies described in the ADV. Standard ADV sections referenced in the brochure cover brokerage practices, custody, and investment discretion, which govern how the adviser implements and monitors client portfolios.
What distinguishes McGehee from many peers is the combination of very small reported assets and client count alongside an uncommon slate of institutional client types, as disclosed in its Form ADV. The firm also discloses disciplinary information in Item 9 of the brochure, a feature that is relatively rare among independent single-advisor firms.
Client services
Portfolio management
Fee options
Main office location
McGehee Capital Management
Cammack Viallage AR, United States
Number of offices
1
Most active in
McGehee Capital Management has reported serving >5 clients in these states in the last 12 months.
Arkansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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