firm profile
Mcgehee Wealth Advisory Group, Inc.
Overview
Mcgehee Wealth Advisory Group, Inc. is a state registered investment adviser based in Fort Mill, SC, registered since 2010. It reports $45M in assets under management across 27 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $45M
- Discretionary
- 100%
- Accounts
- 27
- Average account
- $1.7M
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2010
- Jurisdictions
- 4
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 2 of 2
- James Bernard McGehee President CRD 2465696
- Virginia McGehee Friend Shareholder CRD 5887279
Advisory reps 1 of 1
- James Bernard Mcgehee Investment Adviser Rep CRD 2465696
Location
- Headquarters
- 8461 Possum Hollow Rd Ste E112
Fort Mill, SC 29707 - County
- Lancaster
- Metro area
- Charlotte-Concord-Gastonia, NC-SC
- Region
- South
Registrations
- State registered
- Registered in 4 jurisdictions
Every state, with registration dates
Similar firms near Fort Mill
- Lpl Financial LLCFort Mill, SC$819B AUM
- Lpl Enterprise, LLCFort Mill, SC$24.9B AUM
- IntentionalFort Mill, SC$176M AUM
- Macaulay & Associates, LLCFort Mill, SC$81.3M AUM
- Auranser Inc.Fort Mill, SC
request a demo
See what we have on Mcgehee Wealth Advisory Group, Inc.
We'll walk you through the full profile and how to find more firms like this one.