Patrick McGinnis
Nordwand Capital · Radnor, Pennsylvania
Patrick McGinnis is a fee-only financial advisor at Nordwand Capital in Radnor, Pennsylvania. Patrick focuses on estate & legacy planning and family wealth transfer. Nordwand Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Nordwand Capital |
|---|---|
| Based in | Radnor, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.97B across 307 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2281600 |
| Exams passed | Series 63 (1992) · Series 65 (2025) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.nordwandcapital.com |
| Profile |
How Patrick's firm compares
- Nordwand Capital's average account is about $12.9 million, from its Form ADV (assets managed divided by 307 accounts).
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Questions about Patrick
Is Patrick McGinnis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Nordwand Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Nordwand Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patrick McGinnis based?
Patrick McGinnis is based in Radnor, Pennsylvania.
What does Patrick specialize in?
Patrick's specialties include estate & legacy planning and family wealth transfer. Patrick works with multi-generational families.
Is Patrick McGinnis registered with the SEC?
Yes. Patrick McGinnis is registered as an investment adviser representative in PA (CRD 2281600), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nordwand Capital manage?
Nordwand Capital reports $3.97B across 307 accounts in assets under management.
How do I contact Patrick McGinnis?
Through Patrick's website, www.nordwandcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Nordwand Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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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