What McGuire Capital Management does

McGuire Capital Management is a privately-held, family-owned financial advisory firm headquartered in Bethany, Oklahoma, providing integrated retirement planning services to individuals and families in the Oklahoma City metropolitan area and, more recently, Texas. The firm operates through three affiliated entities: McGuire Capital Advisors, Inc., an SEC Registered Investment Advisor delivering personalized asset allocation, investment management, and retirement income planning; McGuire Retirement Solutions, LLC, which distributes life insurance, annuities, Medicare, and health/P&C insurance products on a commission basis; and McGuire Tax Advisors, LLC, providing tax preparation and minimization strategies. Revenue is generated through asset-based advisory fees, insurance commissions, and tax professional fees, with new client acquisition driven by complimentary consultations, community presence in Bethany, educational workshops, three published books, and a multimedia radio show/podcast ("Financially Tuned Radio"). Portfolio management is outsourced under referral to Gradient Investments, LLC, a CFA-led investment firm, while McGuire retains the primary client relationship.

The firm's core proprietary technology is the "Generational Vault," a client portal functioning as a virtual safety deposit box with three components: secure document storage and sharing, third-party daily investment and banking data aggregation, and financial asset/expense snapshots delivered with monthly newsletters and market commentary. The firm is led by CEO Michael McGuire, whose financial services career began in 1990 at Dean Witter, and President Jacob McGuire, who joined the firm in 2017. The senior team includes additional Senior Vice Presidents with backgrounds at Merrill Lynch, Southwest Securities, Deloitte & Touche, and the oil and gas industry, as well as a COO with prior finance and automobile dealership operating experience. Advisory services are restricted to residents of Oklahoma and Texas, and the firm carries no institutional investors, no external funding, and no public revenue disclosure.

Name

McGuire Capital Management

Legal name

McGuire Capital Advisors, Inc.

Website

https://mcguirecap.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

McGuire Capital Management is a family-owned, SEC-registered investment advisory firm in Bethany, Oklahoma, providing integrated retirement planning, asset management, insurance, and tax services to individuals and families in Oklahoma and Texas through three affiliated entities.

Ownership category

akta.pro rank

Product category

Retirement Planning & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Life Insurance (6311)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Retirement planning
• Wealth management
• Investment advisory
• Life insurance
• Medicare planning

Headquarters

HQ city

Bethany

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: SEC Registered Investment Advisor providing personalized retirement planning and asset management services. Revenue is generated through advisory fees associated with managing client portfolios and assets.
2. Insurance Products: Life insurance, health insurance, Medicare products, and annuities offered through affiliated company McGuire Retirement Solutions, LLC.
3. Tax Advisory Services: Tax advisory and preparation services offered through affiliated company McGuire Tax Advisors, LLC.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

McGuire Capital Management is an SEC Registered Investment Advisor offering personalized retirement planning and wealth management services to individuals and families. The firm delivers integrated financial advisory through McGuire Capital Advisors, Inc., insurance products through affiliated McGuire Retirement Solutions, LLC, and tax services through affiliated McGuire Tax Advisors, LLC. Core services span asset allocation, income planning, life insurance, Medicare planning, legacy planning, and tax minimization strategies, supported by the proprietary Generational Vault client portal.

Product overview

McGuire Capital Management is a financial advisory firm offering a unified suite of retirement planning and wealth management services. The core offerings center on integrated financial planning through eight interconnected services: Asset Allocation & Risk, Asset Maximization, Income Planning, Life Insurance, Medicare Planning, Retirement Strategy & Risk, Enhanced Planning, and Tax Strategies. A key digital offering is Generational Vault, a virtual document storage portal. The firm serves the Bethany, Oklahoma area and surrounding communities, with advisory services provided through McGuire Capital Advisors, INC. (SEC Registered Investment Advisor), insurance through affiliated McGuire Retirement Solutions, LLC, and tax services through affiliated McGuire Tax Advisors, LLC.

Differentiator

Problem solved

Functional benefit

Brands

• Generational Vault: A virtual safety deposit box service for storing and sharing important financial documents, providing secure portal access, third-party investment and banking data, and financial asset snapshots.

Products and services

• Asset Allocation & Risk
• Asset Maximization
• Income Planning
• Life Insurance
• Medicare
• Retirement Strategy & Risk
• Enhanced Planning
• Tax Strategies
• Generational Vault

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Gradient Investments, LLCcoreTechnology or IntegrationGradient Investments provides investment management services to McGuire Capital clients. The firm is led by Michael Binger, CFA (President) with over 30 years of investment management experience, Keith Gangl, CFA (Senior Portfolio Manager) with 25+ years of experience, and Tyler Ellegard, CFA (Portfolio Manager). McGuire Capital advisors refer clients to Gradient Investments for portfolio management while maintaining the advisory relationship.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Direct peers

• Edward Jones: Relationship-based financial advisory firm with a dense network of local offices serving individuals and families on retirement, investment, and insurance needs—mirrors McGuire's local-presence, trust-driven GTM.
• Waddell & Reed Financial: Mid-sized wealth management and investment advisory firm serving individuals and families on retirement and investment planning—comparable middle-market RIA profile to McGuire.
• Ameriprise Financial: Diversified financial services firm offering financial planning, investment advisory, insurance, and retirement products through a national advisor network—comparable integrated offering to McGuire.
• Northwestern Mutual: Integrated insurance and financial planning provider combining life insurance, disability income, and investment advisory services—closely parallels McGuire's RIA-plus-insurance cross-sell model.
• Buckingham Strategic Wealth: National RIA providing holistic retirement, tax, and estate planning for individuals—shares McGuire's holistic retirement-income-planning orientation and fee-based RIA model.
• Creative Planning: Full-service wealth management firm offering integrated financial planning, investment advisory, tax, and estate services to high-net-worth individuals—directly comparable to McGuire's RIA-plus-affiliated-services model, though at materially larger scale.

Others

• Gradient Investments: CFA-led portfolio management firm that already partners with McGuire to manage client assets; included as a comparable due to its functional role in McGuire's investment stack rather than direct client overlap.

Broad incumbents

• Stifel Financial: Large diversified broker-dealer and RIA offering wealth management, investment banking, and institutional services—overlaps with McGuire's advisory and insurance distribution but operates at much greater scale and breadth.

Emerging players

• Empower (formerly Personal Capital): Hybrid digital RIA combining technology-driven planning tools with human advisor support for retirement savers—directly competes with McGuire for retirement-plan clients, but with a tech-led delivery model.
• Cetera Financial Group: Network of independent RIAs and financial advisors providing wealth management and retirement planning—comparable to McGuire's local RIA franchise model within a larger affiliation infrastructure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/mcguirecapital
• LinkedInlinkedin.com/company/mcguire-capital

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about McGuire Capital Management