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McGuire Capital Advisors, Inc.

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Client assets under management

$199,422,174

Clients

1,372

2% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

343

Very High

Average account size

$145,351

About

McGuire Capital Advisors provides discretionary portfolio management for individuals (including high‑net‑worth clients), small businesses, and other institutional accounts, and also acts as a co‑advisor to third‑party model portfolios through an arrangement with a separate manager. The firm manages client assets in separately managed accounts and requires clients to use custodians and broker‑dealers selected by the firm for execution and custody.

The firm’s investment process combines fundamental analysis and technical charting, and portfolios are tailored to each client’s documented investment profile with at least annual reviews and ongoing adjustments as needed. Its implementation uses a mix of long‑ and short‑term trades, expressly avoids options and frequent trading, and discloses the use of margin borrowing as a management tool for some accounts.

Notable differences from many peers include a high client load per advisor—roughly 340 clients per advisor—alongside affiliated tax and insurance practices (recently formed tax advisory operations and in‑house insurance sales) that the firm discloses as potential conflicts of interest. The firm also shares fees and operates as a co‑advisor with third‑party managers, a structure that is documented in client agreements and disclosed in its brochure.

Client services

Portfolio management Selection of other advisers

Expertise

Wealth management Passive / index investing Active portfolio management

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $2,000,000: 2.00% annually $2,000,000 - $3,000,000: 1.50% annually $3,000,000 - $4,000,000: 1.25% annually $4,000,000+: 1.00% annually

Commissions

Clients pay brokerage commissions and transaction costs separate from advisory fees; insurance sales generate commissions for representatives.

Main office location

McGuire Capital Advisors, Inc.

6632 Nw 39 Th Expy

Bethany OK 73008-2760, United States

Number of offices

1

Most active in

Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael M

Series 63, Series 65

Bethany, OK

McGuire Capital Advisors, Inc.

Michael McGuire is a financial advisor with McGuire Capital Advisors, Inc. in Bethany, Oklahoma, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has held roles at multiple related entities including McGuire Tax Advisors, LLC, McGuire Retirement Solutions, LLC, and McGuire Holding Company, LLC. In addition to his advisory work, he co-owns McGuire Tax Advisors, a tax advisory and preparation business. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm uses a blend of fundamental analysis and charting to build individualized investment profiles and manages approximately $116 million across roughly 1,175 clients.

Wealth management Passive / index investing Active portfolio management Founder/Business Owner
user avatar

Justin D

Series 65

Bethany, OK

McGuire Capital Advisors, Inc.

Justin Dodson is a financial advisor with McGuire Capital Advisors, Inc. in Bethany, Oklahoma. He holds a Series 65 designation and has one year of industry experience. Prior to joining McGuire Capital Advisors, he worked at Retire Safe LLC and operated his own business for several years. Dodson is also licensed as an Insurance Producer in Oklahoma and offers fixed insurance products through McGuire Retirement Solutions, LLC. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm uses a combination of fundamental analysis and charting to build individualized investment profiles and manages approximately $116 million for about 1,175 clients.

Wealth management Passive / index investing Active portfolio management Founder/Business Owner
user avatar

M. M

Series 66

Bethany, OK

McGuire Capital Advisors, Inc.

M. McGuire is a financial advisor at McGuire Capital Advisors, Inc. in Oklahoma City, OK, holding a Series 66 designation with 10 years of industry experience. He has worked at several related firms including McGuire Capital Management, L.L.C. and Access Financial Group, Inc. McGuire is also licensed as an Insurance Producer in Oklahoma and provides life insurance services through McGuire Retirement Solutions, LLC. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm uses a combination of fundamental analysis and charting to implement individualized investment portfolios and manages approximately $116 million for about 1,175 clients.

Wealth management Passive / index investing Active portfolio management Founder/Business Owner
user avatar

Scott M

Series 65

Bethany, OK

McGuire Capital Advisors, Inc.

Scott McPherson is a financial advisor at McGuire Capital Advisors, Inc. with five years of industry experience. He holds a Series 65 designation and has worked in various related roles, including tax and consulting services as a Certified Public Accountant since 2001. He is also co-owner and business manager of McGuire Tax Advisors, LLC and is licensed to sell health and life insurance in Oklahoma. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm employs a mix of fundamental analysis and charting to build individualized investment profiles and offers access to third-party model strategies through a co-advisor relationship.

Wealth management Passive / index investing Active portfolio management Founder/Business Owner
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