G. DEWAYNE MCANALLY
G. DEWAYNE MCANALLY, LLC Legal Name
Adviser information for G. DEWAYNE MCANALLY last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oklahoma, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 786 | $129.1M |
| Non-Discretionary | 0 | $0 |
| Total | 786 | $129.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 342 | $82.2M |
| HNW Individuals | 29 | $39.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $40,955 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $7.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 2.6M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| NAVIGATOR PLUS | G. DEWAYNE MCANALLY |
Identifiers
| SEC RIA File Number | 801-125817 |
|---|---|
| SEC ERA File Number | 801-125817 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 118511 |
| Legal Entity Identifier | None |
Principal Office
5909 NW EXPRESSWAYSUITE 165
OKLAHOMA CITY
OK
United States
Monday - Friday, 8:30 AM TO 5 PM
Tel: 405-728-1649, Fax: 405-728-5892
Chief Compliance Officer
G. DEWAYNE MCANALLY
MANAGING PRINCIPAL
5909 NW EXPRESSWAY
SUITE 165
OKLAHOMA CITY
OK
United States
Tel:
405-728-1649
Fax:
405-728-5892
D******@*************M
(Full email address available in API data)
Regulatory Contact
G. DEWAYNE MCANALLY
MANAGING PRINCIPAL
5909 NW EXPRESSWAY
SUITE 165
OKLAHOMA CITY
OK
United States
Tel:
405-728-1649
Fax:
405-728-5892
D******@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCANALLY, GARY, DEWAYNE | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 08/1984 | > 75% |