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| The McHugh Group LLC
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| CRD # | 119811 |
| SEC # | 801-120942 |
| CIK # | 0002052657 |
| AUM | 331.3 M (2026-03-12) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 216-529-1642 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002052657 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 23.9 | ||
| Apple Inc | 10.2 | ||
| Microsoft Corp | 9.7 | ||
| Visa Inc | 9.3 | ||
| Mastercard Inc | 5.7 | ||
| Alphabet Inc | 5.7 | ||
| Micron Technology Inc | 5.6 | ||
| Alphabet Inc | 5.0 | ||
| Amazon Com Inc | 4.8 | ||
| Broadcom Inc | 2.7 | ||
| SPDR Gold Trust | 2.4 | ||
| Parker Hannifin Corp | 1.9 | ||
| Progressive Corp/Oh/ | 1.8 | ||
| McDonalds Corp | 1.6 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 2.7 |
| (b) Individuals (high net worth individuals) | 25 | 328.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 167 | 331.3 |
| By Discretionary | ||
| Discretionary | 167 | 331.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 167 | 331.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.3 | |
| Total | 167 | 331.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002052657] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Curry Webb Wealth Management LLC
✚
|
IN | 332.4 M |
|
The Hogan-Knotts Financial Group Inc
✚
|
NJ | 331.6 M |
|
BBJS Financial Advisors LLC
✚
|
WA | 331.5 M |
|
Elios Financial Group Inc
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|
OH | 331.5 M |
|
Yoder Wealth Management Inc
✚
|
CA | 331.2 M |
|
The Nestegg Group Inc
✚
|
IL | 331.0 M |
|
Lynch Asset Management Inc
✚
|
330.6 M | |
|
Dustin Blodgett Insight Capital LLC
✚
|
CA | 330.5 M |
|
Dependable Alternative Investments LLC
✚
|
CA | 329.6 M |
|
NVNG Investments Inc
✚
|
MI | 329.5 M |