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McBride Financial Advisors, LLC

CRD 114843SEC# 801-117894
Export (members)
No longer SEC-registered. McBride Financial Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$170M
Employees
1
Accounts
498
Location

McBride Financial Advisors, LLC assets under management

McBride Financial Advisors, LLC is a registered investment adviser overseen by the SEC. It reports $170 million in regulatory assets under management and employs 1 people.

McBride Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael James McBride ControlCeo,chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does McBride Financial Advisors, LLC manage?

McBride Financial Advisors, LLC reports $170 million in regulatory assets under management on its Form ADV.

How many employees does McBride Financial Advisors, LLC have?

McBride Financial Advisors, LLC reports 1 employees.

Does McBride Financial Advisors, LLC disclose fund performance?

McBride Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours8:00 - 5:00
Discloses disciplinary historyNo

Regulatory AUM

$170MNo change
Mar '25 — $170MApr '25 — $170MMay '25 — $170MJun '25 — $170MJul '25 — $170MAug '25 — $170MSep '25 — $170MOct '25 — $170MNov '25 — $170MDec '25 — $170MJan '26 — $170MFeb '26 — $170MMar '26 — $170MApr '26 — $170MMay '26 — $170MJun '26 — $170M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$170Mregulatory AUM
Discretionary $0Non-discretionary $170M