{
  "crd_number": 146021,
  "slug": "mcalvany-wealth-management-llc-durango-co-146021",
  "primary_business_name": "MCALVANY WEALTH MANAGEMENT, LLC",
  "legal_name": "MCALVANY WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Durango",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "20420",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-03-11",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-09-02",
  "carried_forward": false,
  "raum_total": 224230606.0,
  "raum_discretionary": 217901342.0,
  "raum_non_discretionary": 6329264.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 217559748.0,
      "count": 650
    },
    "other_investment_advisers": {
      "raum": 2915725.0,
      "count": 7
    },
    "corporations_other_businesses": {
      "raum": 3755133.0,
      "count": 7
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "ID",
    "IN",
    "LA",
    "MI",
    "MN",
    "NC",
    "NH",
    "NM",
    "NY",
    "OH",
    "OR",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://mcalvany.com/wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146021",
  "city_as_filed": "DURANGO",
  "url": "https://advisorcensus.com/firm/mcalvany-wealth-management-llc-durango-co-146021",
  "display_name": "McAlvany Wealth Management, LLC",
  "summary": "McAlvany Wealth Management, LLC is an SEC-registered investment advisory firm in Durango, CO, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.",
  "citation": "AdvisorCensus. McAlvany Wealth Management, LLC (CRD 146021): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is McAlvany Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), McAlvany Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does McAlvany Wealth Management, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 9, 2026 states: Up to $750,000: 1.5% a year; $750,001 to $1,500,000: 1.25% a year; $1,500,001 to $5,000,000: 1% a year; $5,000,001 to $10,000,000: 0.85% a year; Above $10,000,000: 0.7% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is McAlvany Wealth Management, LLC located?",
      "a": "McAlvany Wealth Management, LLC's principal office is in Durango, CO, according to its Form ADV."
    },
    {
      "q": "Is McAlvany Wealth Management, LLC registered with the SEC or a state?",
      "a": "McAlvany Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 146021."
    },
    {
      "q": "How much does McAlvany Wealth Management, LLC manage?",
      "a": "McAlvany Wealth Management, LLC reports $224,230,606 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (97% discretionary)."
    },
    {
      "q": "How have McAlvany Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for McAlvany Wealth Management, LLC: Regulatory assets under management: $59,933,011 in the October 2021 data and $224,230,606 in the October 2026 data, up 274%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does McAlvany Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (650); other investment advisers (7); corporations or other businesses not listed above (7)."
    },
    {
      "q": "Which custodians does McAlvany Wealth Management, LLC use?",
      "a": "McAlvany Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does McAlvany Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146021"
    },
    {
      "q": "Does McAlvany Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 9, 2026 says: \"A minimum of $350,000 of assets under management is required to open an individual portfolio management account with MWM. This minimum account size may be negotiable under certain circumstances.\""
    },
    {
      "q": "What changed in McAlvany Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $137,072,424 to $224,230,606 (+64%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 59933011.0,
      "total_employees": 6,
      "filing_date": "2021-03-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 68432738.0,
      "total_employees": 7,
      "filing_date": "2022-02-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 77964402.0,
      "total_employees": 6,
      "filing_date": "2023-08-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 91932201.0,
      "total_employees": 6,
      "filing_date": "2024-07-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 137072424.0,
      "total_employees": 7,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 224230606.0,
      "total_employees": 5,
      "filing_date": "2026-09-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5.",
        "Regulatory assets under management went from $137,072,424 to $224,230,606 (+64%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AK, HI, IA, IL, KS, MT, NE, SC."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 9, 2026",
    "tiers": [
      {
        "band": "Up to $750,000",
        "rate": "1.5%"
      },
      {
        "band": "$750,001 to $1,500,000",
        "rate": "1.25%"
      },
      {
        "band": "$1,500,001 to $5,000,000",
        "rate": "1%"
      },
      {
        "band": "$5,000,001 to $10,000,000",
        "rate": "0.85%"
      },
      {
        "band": "Above $10,000,000",
        "rate": "0.7%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$350,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "None",
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $750,000: 1.5% a year",
          "$750,001 to $1,500,000: 1.25% a year",
          "$1,500,001 to $5,000,000: 1% a year",
          "$5,000,001 to $10,000,000: 0.85% a year",
          "Above $10,000,000: 0.7% a year"
        ],
        "quotes": [
          "The annual fee for our individual portfolio management service is charged as a percentage of assets under management with MWM according to the following schedules:",
          "0 - $750,000 1.50 %",
          "$750,001 - $1,500,000 1.25 %",
          "$1,500,001 - $5,000,000 1.00 %",
          "$5,000,001 - $10,000,000 0.85 %",
          "Greater than: $10,000,000 0.70 %"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $350,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "A minimum of $350,000 of assets under management is required to open an individual portfolio management account with MWM. This minimum account size may be negotiable under certain circumstances."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "Further, there are no minimum fee requirements."
        ]
      }
    ],
    "quotes": [
      "The annual fee for our individual portfolio management service is charged as a percentage of assets under management with MWM according to the following schedules:",
      "0 - $750,000 1.50 %",
      "$750,001 - $1,500,000 1.25 %",
      "$1,500,001 - $5,000,000 1.00 %",
      "$5,000,001 - $10,000,000 0.85 %",
      "Greater than: $10,000,000 0.70 %",
      "A minimum of $350,000 of assets under management is required to open an individual portfolio management account with MWM. This minimum account size may be negotiable under certain circumstances.",
      "Further, there are no minimum fee requirements."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mcalvany-wealth-management-llc-durango-co-146021.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 650,
      "fewer_than_5": false,
      "raum": 217559748.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 7,
      "fewer_than_5": false,
      "raum": 2915725.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 3755133.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146021",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}