Joseph McMahan
Jmcmahan · College Station, Texas
Joseph McMahan is a fee-only financial advisor at Jmcmahan in College Station, Texas. Jmcmahan reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Jmcmahan |
|---|---|
| Based in | College Station, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $75K across 7 accounts |
| SEC registration | Investment adviser representative in TX, UT · CRD 8073880 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Joseph's firm compares
- Jmcmahan's average account is about $11,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Joseph
Is Joseph McMahan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Jmcmahan reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Jmcmahan, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Joseph McMahan based?
Joseph McMahan is based in College Station, Texas.
Is Joseph McMahan registered with the SEC?
Yes. Joseph McMahan is registered as an investment adviser representative in TX and UT (CRD 8073880), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Jmcmahan manage?
Jmcmahan reports $75K across 7 accounts in assets under management.
How do I contact Joseph McMahan?
Contact details aren't on file yet. Search for Jmcmahan.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in College Station
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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