McGowanGroup Asset Management
TL;DR
Texas corporation in business as an investment adviser since 2010, owned by Spencer McGowan, offering fee based model portfolio management through wrap and non-wrap accounts.
$1.1 billion
Regulatory AUM
As of ADV filing 2026-09-03
4,773
Accounts / Clients
4,754 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
9
Team Size
employees, 5 advisory
16 yrs
Years Registered
First registered 2010
About McGowanGroup Asset Management
Texas corporation in business as an investment adviser since 2010, owned by Spencer McGowan, offering fee based model portfolio management through wrap and non-wrap accounts.
Office: 300 Crescent Court, Suite 1776, Dallas, TX 75201.
Best for: Investors with $1M or more wanting cash-flow-based model portfolios
Fee model and designations stated on the guide
Advisory fees
Form ADV data
CRD154127
RegistrationSEC-registered
First registration2010
Regulatory AUM$1.1 billion
ADV filing date2026-09-03
Accounts4,773
Clients4,754 individual and high-net-worth clients
Employees9
Advisory employees5
Fee modelFee based, 0.59% to 1.50% of assets, no commission sales (ADV 2A)
Minimum$1,000,000 consolidated in the first year, generally not negotiable (ADV 2A)
Disclosure events (Item 11)0
DesignationsNone named on site or in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 154127, as of ADV filing 2026-09-03, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Dallas, TX (2026): rank 8 of 10
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