MCGOWAN GROUP ASSET MANAGEMENT, INC.
C48
CRD 154127·SEC 801-71582·DALLAS, TX
AUM
$1.08B
$1B+
Est. Revenue
$10.8M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$26.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $614.9M
'21 · $732.5M
'22 · $691.2M
'23 · $786.1M
'25 · $996.7M
'26 · $1.08B
'20'26
$614.9M → $1.08B▲ +76%
Client mix
| Individuals Other | 3,642 |
| Individuals High Net Worth | 1,112 |
| Charitable Organizations | 10 |
| Corporations | 7 |
| Pension Profit Sharing Plans | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 7 advisors
'25 · 8 advisors
'26 · 5 advisors
'20'26
6 advisors → 5 advisors▼ -17%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
300 CRESCENT COURTSUITE 1776DALLAS, TX 75201
Business
300 CRESCENT COURTSUITE 1776DALLAS, TX 75201
Edgar Recent Filings
13F-HR2026-05-11 · 0001765380-26-000196
13F-HR2026-01-29 · 0001633227-26-000001