Mcstay John Investment Counsel (Dallas)

Mcstay John Investment Counsel is a large advisory firm based in Dallas. It manages $5.55 billion of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2001.

Mcstay John Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcstay John Investment Counsel: assets under management

The assets under management (AUM) of Mcstay John Investment Counsel is $5.55 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $5.55 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $54.41 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mcstay John Investment Counsel 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.

Careers at Mcstay John Investment Counsel

Win Jay Neuger has been acting as President since 1 Apr 1999. Inc. Aig Asset Management Service joined the executive team most recently as the Managing Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Dewitt Mcstay	Limited partner and director	1 Apr 1999	Other	1603002
Walter Edward Adams	Limited partner	1 Apr 1999	Other	1766046
Thomas Joseph Musick	Limited partner	1 Apr 1999	Other	4348190
Wayne Gary Willems	Limited partner and director	1 Apr 1999	Other	2158422
David Banks Anthony	Limited partner and director	1 Apr 1999	Other	871594
Patricia Ann Hundley	Limited partner	1 Apr 1999	Other	1725345
Brian Lee Gerber	Limited partner and director	1 Apr 1999	Other	1303639
John Lynn Meder	Limited partner	1 Apr 1999	Other	1142764
Win Jay Neuger	Director	1 Apr 1999	Other	4088949
Peter Allen Harbeck	Director	1 Apr 1999	Other	874901
Aig Global Investment Corp	Direct owner and limited partner	1 Jun 1999	75% - 100%	105926
Inc. Aig Asset Management Service	Managing partner	1 Jun 2000	Other	13-3805094
Adams Trio Family Ltd.	Limited partner	1 Jun 2000	Other	75-2690629

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. American International Group	Shareholder	1 Jun 1999	75% - 100%	13-2592361

Based in Dallas

The principal office where Mcstay John Investment Counsel performs its advisory services is located at 5949 Sherry Lane Ste 1600, Dallas, TX 75225, 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 214-365-5200 or by fax 214-706-5135. The normal business hours are 7:30 am - 6:30 pm on Monday - Friday.