Mcbeath Financial Group
Mcbeath Financial Group is an SEC-registered wealth manager in Normal, IL with $287.0M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Mcbeath Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167188, SEC 801-130333, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $287.0M (2026-06-25)
- Firm type
- Wealth Manager
- Location
- Normal, IL
- Employees
- 8
- Clients
- 237
- CRD
- 167188
- Ownership
- MCBEATH, KRISTA, DAWN; THE MCBEATH FAMILY TRUST DATED APRIL 30, 2021; McBeath, Robert, L; MCBEATH, ROBERT, LAVERN; Karstens, Julie, Ann
How much AUM does Mcbeath Financial Group have?
Mcbeath Financial Group reported $287.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Mcbeath Financial Group?
Disclosed owners and executives of Mcbeath Financial Group include MCBEATH, KRISTA, DAWN, THE MCBEATH FAMILY TRUST DATED APRIL 30, 2021, McBeath, Robert, L, MCBEATH, ROBERT, LAVERN, Karstens, Julie, Ann. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.