SM
Scott W. Mcpherson
MCGUIRE CAPITAL ADVISORS
Bethany, OK 73008-2760
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CRD#: 7292924
SM
Professional summary
Scott Wayne Mcpherson, who also goes by Scott W. Mcpherson, Scott Mcpherson, is a registered financial advisor currently at MCGUIRE CAPITAL ADVISORS, INC. located in Bethany, Oklahoma.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Scott has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott W. Mcpherson | Scott Mcpherson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Mr. McPherson has been licensed as an insurance producer in Oklahoma since July 2021. He is currently authorized to sell Accident & Health or Sickness insurance and Life insurance policies. He offers insurance services through McGuire Retirement Solutions, LLC, in Bethany, Oklahoma. His business through McGuire Retirement Solutions is investment related. 2. Mr. McPherson currently provides tax and consulting services to clients as a Certified Public Accountant from his residence in Lindsay, Oklahoma. He has been providing such services since August 2001. His tax business is not investment related. Mr. McPherson estimates that he spends no more than one hour per week during trading hours on his insurance and tax businesses, though he may spend more time during tax preparation time. 3. In April 2024, Scott McPherson formed McGuire Tax Advisors, LLC, a tax advisory and tax preparation business. He is a co-owner/business manager and spends 15 hours per month with 5 hours per month during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Wayne Mcpherson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 4, 2020 - Present
MCGUIRE CAPITAL ADVISORS, INC.
Office #1: 6632 Nw 39th Expy, Bethany, OK 73008-2760RIA
CRD#: 164549
Bethany, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MCGUIRE CAPITAL ADVISORS, INC.
HUNTER MCGUIRE CAPITAL MANAGEMENT, L.L.C. | MCGUIRE CAPITAL MANAGEMENT, L.L.C. | MCGUIRE CAPITAL ADVISORS, INC. | MCGUIRE ADVISORS
CRD#: 164549 / SEC#: 801-133863
RIA
Registered Investment Advisory firm - (7/11/2025 Approved)Oklahoma
Registered Investment Advisory firm - (7/29/2025 Terminated)Texas
Registered Investment Advisory firm - (7/24/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(9/4/2020)
IAR
Texas(6/11/2025)
Current Firm
MC
MCGUIRE CAPITAL ADVISORS, INC.
HUNTER MCGUIRE CAPITAL MANAGEMENT, L.L.C. | MCGUIRE CAPITAL MANAGEMENT, L.L.C. | MCGUIRE CAPITAL ADVISORS, INC. | MCGUIRE ADVISORS
CRD#: 164549 / SEC#: 801-133863
RIA
Registered Investment Advisory firm - (7/11/2025 Approved)Oklahoma
Registered Investment Advisory firm - (7/29/2025 Terminated)Texas
Registered Investment Advisory firm - (7/24/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6632 Nw 39th Expy, Bethany, OK 73008-2760
Mailing Address
Phone number
(405) 378-2233
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,689 |
| AUM (Assets Under Management) | $ 116,140,538 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
