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J. H. Mckewen Iii & Associates, LLC (Worthington)


J. H. Mckewen Iii & Associates, LLC is an adviser based in Worthington. It manages $24 million of regulatory assets for 450 client accounts. It has been registered with the SEC as an adviser since 2008.

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J. H. Mckewen Iii & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

J. H. Mckewen Iii & Associates: assets under management

The assets under management (AUM) of J. H. Mckewen Iii & Associates, LLC is $24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.33 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay J. H. Mckewen Iii & Associates, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Worthington

The principal office where J. H. Mckewen Iii & Associates, LLC performs its advisory services is located at 579 High Street, Worthington, OH 43085, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-888-2222 or by fax 614-436-8920. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www4.mainaccount.com/mckewen/login.html.


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