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Mcgregor Financial Advisors, LLC (Columbia)


Mcgregor Financial Advisors, LLC is a large advisory firm based in Columbia. It manages $63 million of regulatory assets for 85 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of South Carolina.

Mcgregor Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcgregor Financial Advisors: assets under management

The assets under management (AUM) of Mcgregor Financial Advisors, LLC is $63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $741.18 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcgregor Financial Advisors, LLC 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 Columbia

The principal office where Mcgregor Financial Advisors, LLC performs its advisory services is located at 3830 Forest Dr, Columbia, SC 29204 The mailing address of the firm is P O Box 135, Columbia, SC 29202. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 803-787-0003 or by fax 803-787-2299. The normal business hours are 9:30am to 4:00pm on Monday - Friday.


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