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Kevin Sumner McGrew

Rubinbrown Advisors LLC

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About Kevin Sumner McGrew

Kevin McGrew is a financial advisor at Rubinbrown Advisors LLC in Leawood, Kansas. Kevin has been in the financial services industry since 1987. Kevin is a Certified Financial Planner, a Personal Financial Specialist and a Chartered Financial Analyst. Kevin also holds the Series 7 and Series 63 securities licenses. Kevin has previously worked at SMC Financial, Inc. and Walnut Street Securities, Inc. Kevin specializes in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

Firm Information

Kevin McGrew is currently registered with Rubinbrown Advisors LLC. RubinBrown Advisors LLC is an investment advisor based in St. Louis, MO. The firm provides financial planning, portfolio management for businesses and individuals, and other consulting services. They have a total of $3,093,242,655 in regulatory assets under management, of which $6,137,541 is discretionary. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Rubinbrown Advisors LLC

7676 FORSYTH BLVD.

ST. LOUIS, MO 63105

$3.09B

Assets Under Management

10

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin McGrew’s Registration & Firm History

KS

05/01/2020 - Present

Rubinbrown Advisors LLC (LEAWOOD KS)

KS

07/15/1996 - 08/16/2012

SMC FINANCIAL, INC. (LEAWOOD KS)

CA

06/25/1992 - 02/02/1996

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

CA

12/18/1990 - 08/14/1991

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NA

10/29/1987 - 12/18/1990

G. R. PHELPS & CO., INC.

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Licenses & Designations

BC

Issued 11/12/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Sumner McGrew.
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