# THE MCBRIDE GROUP

THE MCBRIDE GROUP of PETALUMA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 150179
- Type: SEC-registered investment adviser
- SEC file number: 801-70147
- Location: 755 BAYWOOD DRIVE, PETALUMA, CA, 94954
- Phone: 707-658-4433
- Latest filing: 2026-07-30
- Regulatory AUM: $76.3M
- Non-discretionary AUM: $76.3M
- Clients: 4
- Accounts: 252

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| DILWORTH LUCIENNE FELICE | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| MCBRIDE JAMES ALLEN | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150179/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150179/similar
- Related entities: https://search.stillhousedata.com/firm/150179/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150179

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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.