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MCBEATH FINANCIAL GROUP

NORMAL, IL · CRD 167188 · IAPD ↗ · 309-808-2224

$287.0MRegulatory AUM
8Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — MCBEATH FINANCIAL GROUP reported RAUM up 29% ($223.2M -> $287.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — MCBEATH FINANCIAL GROUP grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
June 2025 — MCBEATH FINANCIAL GROUP changed its website from vimeo.com to mcbeathfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
June 2025 — MCBEATH FINANCIAL GROUP notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2025 — MCBEATH FINANCIAL GROUP reported RAUM up 39% ($160.2M -> $223.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
July 2024 — MCBEATH FINANCIAL GROUP (NORMAL, IL) is newly SEC-registered with $160.2M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.