# MCALVANY WEALTH MANAGEMENT, LLC

MCALVANY WEALTH MANAGEMENT, LLC of DURANGO, CO is an SEC-registered investment adviser.

## Registration

- CRD: 146021
- Type: SEC-registered investment adviser
- SEC file number: 801-71124
- Location: 166 TURNER DR, DURANGO, CO, 81301
- Phone: 866-211-8970
- Latest filing: 2026-03-10
- Regulatory AUM: $224.2M
- Discretionary AUM: $217.9M
- Non-discretionary AUM: $6.3M
- Clients: 5
- Accounts: 664

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Robert Keith Draper | CHIEF COMPLIANCE OFFICER | — |
| David Scott Mcalvany | GENERAL PARTNER/TRUSTEE OF DAVID S. MCALVANY IRREVOCABLE TRUST; TRUSTEE | — |
| MCALVANY DAVID SCOTT | GENERAL PARTNER; GENERAL PARTNER/TRUSTEE OF DAVID S. MCALVANY IRREVOCABLE TRUST; PRESIDENT (+2 more) | — |
| MCALVANY DONALD STEPHEN | GENERAL PARTNER/TRUSTEE OF EASTERN AMERICAN TRUST; LIMITED PARTNER; TRUSTEE (+1 more) | — |
| FRIHAUF BENJAMIN CHARLES | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | — |
| Theodore George Monsour | CHIEF COMPLIANCE OFFICER | — |
| MONSOUR THEODORE GEORGE | CHIEF COMPLIANCE OFFICER | — |
| DRAPER ROBERT KEITH | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146021/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146021/similar
- Related entities: https://search.stillhousedata.com/firm/146021/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146021

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.