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Data / Investment advisers / Oklahoma / G. Dewayne McAnally

G. Dewayne McAnally, Oklahoma City, OK: $170 million AUM, SEC registered investment adviser

G. Dewayne McAnally is an SEC registered investment adviser with its main office in Oklahoma City, Oklahoma and reports $170 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.

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Registration
SEC registered investment adviser
CRD number
118511
SEC file number
801-125817
SEC status
Approved, effective June 6, 2022
Legal name
G. Dewayne McAnally, LLC
Main office
5120 Gaillardia Corporate Pl. Suite B, Oklahoma City, OK 73142
Phone
(405) 728-1649
Regulatory AUM
$170,109,509 in the Form ADV filed March 24, 2026
Discretionary AUM
$170,109,509
Accounts
904
Employees
6, of which 3 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, hourly charges, fixed fees
Form ADV Item 11 disclosures
Reported: other federal, state or foreign regulatory actions
Latest Form ADV filing
March 24, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
High net worth individuals58$85.6 million
Individuals (other than high net worth individuals)341$76.4 million
Corporations or other businessesFewer than 5$8.1 million
Charitable organizationsFewer than 5$47,624

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$170.1 millionMarch 24, 2026
December 1, 2025$152 millionSeptember 30, 2025

Other advisers in Oklahoma City

AdviserCityAUMPrivate fundsSource
Adaptation Financial Advisors Inc.Oklahoma City$233.6 millionNot listedadviserinfo.sec.gov
Asset Management Advisors, LLCOklahoma City$221.3 millionNot listedadviserinfo.sec.gov
Redstone Wealth Management, LLCOklahoma City$187.7 millionNot listedadviserinfo.sec.gov
Comprehensive Financial Planning IncOklahoma City$176 millionNot listedadviserinfo.sec.gov
Servo Wealth Management LLCOklahoma City$173.8 millionNot listedadviserinfo.sec.gov
F.I.G. Financial Advisory Services, Inc.Oklahoma City$162.4 millionNot listedadviserinfo.sec.gov
Epic Wealth Management, LLCOklahoma City$120.8 millionNot listedadviserinfo.sec.gov
L&S Private Wealth, LLCOklahoma City$108.5 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.