Kevin Mcgowan
Kevin Mcgowan is a registered investment advisor at Cavanal Hill Investment Management, INC., based in Middleton, CT, with 14 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 3 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.45% |
Rates shown reflect the equity strategy schedule. Other strategies have different fee schedules ranging from 0.08% to 0.75%.
Fee Estimator
Location
Middleton, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin holds the title of Vice President with BOK Financial, the parent company of Cavanal Hill Distributors, since 2022. He may occasionally receive compensation for business referrals to BOK Financial affiliates, accounting for minimal time and compensation.
Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
Cavanal Hill Distributors, INC,
Cavanal Hill Distributors, INC,Broker
Previous Registrations
Aig Capital Services, INC.Broker
State Registrations11 states
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