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The McHugh Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$331,341,910
Clients
30
83% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
LowAverage account size
$11,044,730
About
The McHugh Group, LLC provides ongoing portfolio management to individual and high-net-worth clients, tailoring Investment Policy Statements and investment plans to each client’s goals, risk tolerance, and time horizon. Services focus on long-term portfolio management for retirement and non-retirement accounts with periodic monitoring and reporting.
The firm’s investment approach is grounded in modern portfolio theory and a long-term trading strategy, typically using mutual funds, equities, fixed income securities, and ETFs while emphasizing long-term capital appreciation and tax minimization. MG generally seeks discretionary authority to implement clients’ Investment Policy Statements and conducts monthly reviews with custodial account reporting.
Notable differences from many peers include that the firm’s principal is a licensed attorney and may, from time to time, provide legal advice or products outside of the advisory business — a relationship the brochure identifies as a potential conflict of interest, though clients are not required to use those services. The firm also manages an unusually large amount of assets for its size (over $331 million for a single-advisor structure and about 30 clients), requires use of a specific custodian (Fidelity), and does not aggregate block trades across multiple client accounts.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Fee options
1.50% annually
Main office location
The McHugh Group, LLC
Bratenahl OH, United States
Number of offices
1
Most active in
The McHugh Group, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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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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.
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