SourcingSourcing

G. DEWAYNE MCANALLY, LLC

B51
CRD 118511·SEC 801-125817·OKLAHOMA CITY, OK
AUM
$170.1M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$510K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
G. DEWAYNE MCANALLY, LLC
CRD
118511
SEC file #
801-125817
EIN
—
DBA names
G. Dewayne Mcanally

Economics

AUM
$170.1M
AUM band
$100M-$500M
AUM trajectory
'23'26
$125.9M → $170.1M▲ +35%
Client mix
Individuals Other341
Individuals High Net Worth58

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
3 advisors → 3 advisors▬ 0%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
facebook.com/thefinancialforumradio(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCANALLY, GARY, DEWAYNE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MCANALLY, GARY, DEWAYNE
MILNER, GRANT, RICHARD
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
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
Top Owner CRD
726867
Trust Company Affiliate
No

People (3)

3
MCANALLY, GARY, DEWAYNE
IAR · Direct Owner · 62.5%
726867
MILNER, GRANT, RICHARD
IAR · Direct Owner · 37.5%
5467184
JENNA RUTH MCALISTER
IAR
5417512