# McGehee Wealth Advisory Group, Inc.

> McGehee Wealth Advisory Group, Inc. is a state-registered investment advisory firm in Indian Land, SC, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 153804
- Filed as: MCGEHEE WEALTH ADVISORY GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Indian Land, SC
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153804
- AdvisorCensus page: https://advisorcensus.com/firm/mcgehee-wealth-advisory-group-inc-indian-land-sc-153804

## Quick answers

**How is McGehee Wealth Advisory Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), McGehee Wealth Advisory Group, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is McGehee Wealth Advisory Group, Inc. located?**
McGehee Wealth Advisory Group, Inc.'s principal office is in Indian Land, SC, according to its Form ADV.

**Is McGehee Wealth Advisory Group, Inc. registered with the SEC or a state?**
McGehee Wealth Advisory Group, Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153804.

**How much does McGehee Wealth Advisory Group, Inc. manage?**
McGehee Wealth Advisory Group, Inc. reports $44,988,190 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary).

**What types of clients does McGehee Wealth Advisory Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (11); charitable organizations (1).

**Does McGehee Wealth Advisory Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153804

**What changed in McGehee Wealth Advisory Group, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: No longer registered or notice-filed in CO, NM.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $44,988,190
- Discretionary: $44,988,190
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $3,531,107 |
| High net worth individuals | 11 | $40,128,608 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $1,328,475 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @McGehee-Wealth-Advisory-Group
- X @JIMMWAG

## Changes in the filing (last 12 months)

### October 2026
- No longer registered or notice-filed in CO, NM.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McGehee Wealth Advisory Group, Inc. (CRD 153804): Form ADV filing data as of October 2026.