Mcgehee Wealth Advisory Group, Inc.

McGehee Wealth Advisory Group is a small, supported registered investment adviser that provides ongoing portfolio management to individuals, high‑net‑worth individuals, family trusts and charitable organizations. The firm offers investment goal setting, risk assessment, account establishment with third‑party custodians, investment selection and monitoring, rebalancing, quarterly reporting and assistance with account maintenance and distributions.

Portfolios are customized to each client’s objectives and may be managed on a fully or partially discretionary basis; the firm reports managing roughly $76.6 million on a discretionary basis and about $1.45 million non‑discretionary, across 48 client relationships (approximately $78 million total). Its process emphasizes asset allocation and longer‑term buy‑and‑hold approaches, supplements dollar‑cost averaging, and will on occasion consider technical analysis while also taking after‑tax returns into account and encouraging coordination with clients’ tax advisors.

The firm is founder‑ and family‑owned, operates with two offices and a small client roster, which results in a relatively high assets‑under‑management per advisor relative to many peers. Distinctive features in the brochure include the founder’s dual CFP and CFA credentials and long industry tenure, a Code of Ethics with pre‑clearance and trade monitoring, and the firm’s documentation of material brochure updates; the majority of assets are managed on a discretionary basis.