Terry Mcdaniel & Company
- Regulatory AUM
- $1.9B
- Discretionary
- $1.7B
- Clients
- 378
- Avg AUM / client
- $5.1M
- Accounts
- 370
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 122 | $41.7M | 2.17% |
| High net worth individuals | 248 | $1.8B | 95.3% |
| Charitable organizations | 8 | $48.9M | 2.55% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mcginnis Lochridge Llp Savings Plus Plan Mcginnis Lochridge Llp | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Terry Pat Mcdaniel | Chairman | CFA | Jun 1985 (41y) | 50% – 75% |
| Claude Kenneth Turlington | President | CFA | Jan 2003 (24y) | Less than 5% |
| Mason, Dina, Renee | Chief Compliance Officer | Jun 2014 (12y) | Less than 5% | |
| Jeffrey Scott Lucado | Registered representative | CFA Chartered Investment Counselor | Jan 2003 (24y) | |
| John Wells Mcdaniel | Registered representative | CFA | May 2012 (14y) | |
| Steven Kent Winegar | Registered representative | CFA | May 2012 (14y) | |
| Meredith Lee Mcdaniel | Registered representative | CFA | Mar 2013 (13y) | |
| Shannon Denise Pitcher | Registered representative | Mar 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The John Wells Mcdaniel Trust Of 2020, Terry P. Mcdaniel, Trustee | Trustee | Dec 2020 | A | 25% – 50% |
| The Meredith Lee Mcdaniel Trust Of 2020, Terry P. Mcdaniel, Trustee | Trustee | Dec 2020 | A | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mcginnis Lochridge Llp Savings Plus Plan | Mcginnis Lochridge Llp | 137 | $64.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (73% of AUM) Mar 2026
- U.S. Trust, Bank Of America $364M (19% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗