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| McGowan Group Asset Management Inc
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|
|---|---|
| CRD # | 154127 |
| SEC # | 801-71582 |
| CIK # | 0001633227 |
| AUM | $1.1 B (2026-05-20) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 214-720-4400 |
| Address | 300 Crescent Court Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BlackRock Corporate High Yield Fund Inc | 38.8 | ||
| Cohen & Steers Infrastructure Fund Inc | 35.8 | ||
| British American Tobacco PLC | 32.8 | ||
| Plains GP Holdings LP | 32.8 | ||
| DoubleLine Income Solutions Fund | 31.6 | ||
| Flowserve Corp | 26.8 | ||
| Fedex Corp | 22.4 | ||
| Denali Holding Inc | 21.5 | ||
| Lilly Eli & Co | 19.5 | ||
| Eaton Vance Tax Advantaged Dividend Income Fund | 19.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,642 | 175.6 |
| (b) Individuals (high net worth individuals) | 1,112 | 861.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 7.6 |
| (h) Charitable organizations | 10 | 23.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 14.8 |
| (n) Other | 0 | 0.0 |
| Total | 4,773 | 1,083.1 |
| By Discretionary | ||
| Discretionary | 4,651 | 1,000.7 |
| Non-Discretionary | 122 | 82.4 |
| Total | 4,773 | 1,083.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,083.1 | |
| Total | 4,773 | 1,083.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001633227] | |
| SC 13G | [0001633227] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Smith Brothers Financial LLC
✚
|
CT | 1.1 |
|
Rhame & Gorrell Wealth Management LLC
✚
|
TX | 1.1 |
|
Laurel Wealth Advisors LLC
✚
|
NC | 1.1 |
|
Enclave Advisors LLC
✚
|
TX | 1.1 |
|
Lugano Financial Advisors Sa
✚
|
1.1 | |
|
Giraffes Inc
✚
|
MS | 1.1 |
|
Baseline Wealth Management Ltd
✚
|
1.1 | |
|
Titan Global Capital Management USA LLC
✚
|
NY | 1.1 |
|
Stepp & Rothwell Inc
✚
|
KS | 1.1 |
|
GR Financial Group LLC
✚
|
AZ | 1.1 |