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Mcgill Advisors, Inc. (Charlotte)


Mcgill Advisors, Inc. is a large advisory firm based in Charlotte. It manages $1.36 billion of regulatory assets for 4,135 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 22 other states.

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Mcgill Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcgill Advisors: assets under management

The assets under management (AUM) of Mcgill Advisors, Inc. is $1.36 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.36 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $328.9 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcgill Advisors, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlotte

The principal office where Mcgill Advisors, Inc. performs its advisory services is located at 8816 Red Oak Blvd, Charlotte, NC 28217, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-426-6100 or by fax 877-500-6798. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at mcgilladvisors.com.


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