SourcingSourcing

MCGOWAN & CO LLP

C45
CRD 108736·SEC 801-56326·BRYN MAWR, PA
AUM
$655.6M
$500M-$1B
Est. Revenue
$6.6M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$15.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MCGOWAN & CO LLP
CRD
108736
SEC file #
801-56326
EIN
—
DBA names
—

Economics

AUM
$655.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$307.8M → $655.6M▲ +113%
Client mix
Individuals High Net Worth187
Individuals Other53

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
BRYN MAWR PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
04/17/2026
ADV-W filed at
—
Website
mcgowanco.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCGOWAN, BRENDAN, MICHAEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MCGOWAN, BRENDAN, MICHAEL
MCGOWAN, BRIAN, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MCGOWANCO.COM
Rdap Domain Creation Date
2009-07-29T15:06:31Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
618
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-19T11:59:59Z
Rdap Domain Last Changed
2025-04-20T14:18:43Z
Rdap Nameservers
Ns45.domaincontrol.comNs46.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4395628
Trust Company Affiliate
No

People (3)

3
MCGOWAN, BRIAN, JOSEPH
IAR · Direct Owner · 62.5%
4395637
MCGOWAN, BRENDAN, MICHAEL
IAR · Direct Owner · 62.5%
4395628
MCGOWAN, BRIAN, JOSEPH
IAR · Executive Officer · 2.5%
4395625