MacDougall Financial Counseling
● SEC registered since 1989CRD 104644SEC# 801-33838Delmont, PA
Reg. AUM
$424.8M
Employees
3
Accounts
426
Location
Delmont, PA
MacDougall Financial Counseling assets under management
MacDougall Financial Counseling is an SEC-registered investment adviser based in Delmont, PA. The firm has been registered since 1989. It reports $424.8 million in regulatory assets under management and employs 3 people.
MacDougall Financial Counseling owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allan MacDougall Control | President, Wealth Advisor | 25-50% | 2008 |
| Elizabeth Laughlin MacDougall Control | President, Wealth Advisor, Chief Compliance Officer | 50-75% | 2026 |
Frequently asked questions
How much does MacDougall Financial Counseling manage?
MacDougall Financial Counseling reports $424.8 million in regulatory assets under management on its Form ADV.
How many employees does MacDougall Financial Counseling have?
MacDougall Financial Counseling reports 3 employees.
Where is MacDougall Financial Counseling located?
MacDougall Financial Counseling is based in Delmont, PA and has been SEC-registered since 1989.
Does MacDougall Financial Counseling disclose fund performance?
MacDougall Financial Counseling is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2364 Route 66, Delmont, PA 15626 |
| Phone | 724-468-1300 |
| Fax | 724-468-1301 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$424.8M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$424.8Mregulatory AUM
Discretionary $424.8M