David Scott Mcalvany
Investment adviser representative at Mcalvany Wealth Management, LLC
19 yearsExperience
2 statesRegistered in
$224.2MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Mcalvany Wealth Management, LLCJun 2008 to now
- Mcalvany Wealth Management, LllpDec 2007 to now
- International Collectors AssociatesJan 2007 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Mcalvany Wealth Management, LLC
$224.2MAssets managed
664Clients
2Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4328592
- Firm CRD
- 146021