MCGUIRE CAPITAL ADVISORS, INC.

C41
CRD 164549·SEC 801-133863·BETHANY, OK
AUM
$200.8M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$602K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MCGUIRE CAPITAL ADVISORS, INC.
CRD
164549
SEC file #
801-133863
EIN
921391401
DBA names

Economics

AUM
$200.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$116.1M → $200.8M▲ +73%
Client mix
Individuals Other1,340
Individuals High Net Worth32
Corporations6
Charitable Organizations2

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
BETHANY OK
Branches

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCGUIRE, MICHAEL, WAYNE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MCGUIRE, MICHAEL, WAYNE
McPherson, Scott, Wayne
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
MCGUIRECAP.COM
Rdap Domain Creation Date
2013-08-26T20:13:18Z
Rdap Firm Age Years
13
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
No

SEC EDGAR

Edgar Cik
0002112006
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-19
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0002112006-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
6632 NW 39TH EXPRESSWAYBETHANY, OK 73008
Business
6632 NW 39TH EXPRESSWAYBETHANY, OK 73008
Edgar EIN
921391401
Edgar Recent Filings
13F-HR2026-05-14 · 0002112006-26-000003
13F-HR2026-02-19 · 0002112006-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-05-29T11:59:59Z
Rdap Domain Last Changed
2022-11-21T19:36:23Z
Rdap Nameservers
Ns-1292.awsdns-33.orgNs-2004.awsdns-58.co.ukNs-305.awsdns-38.comNs-960.awsdns-56.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2106287
Trust Company Affiliate
No