J. H. Mckewen Iii & Associates, LLC

J.H. McKewen III & Associates, LLC is a registered investment adviser established in 1987 by John H. McKewen III. The firm manages over $44 million in client assets across 400 accounts, offering mutual fund and conversion management services on a discretionary basis. Clients receive recommendations based on individual objectives, family needs, and risk tolerance, with management decisions made considering various factors. The firm also provides consulting services in professional practice management, business management, mergers and acquisitions, and financial planning. Fees for management services are based on a percentage of the managed portfolio's net asset value, with a tiered fee schedule. The firm does not charge performance-based fees and serves individuals, pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations. Investment strategies include long-term purchases, short-term purchases, and short-term trading, utilizing various analysis methods. Clients have discretion over their offensive and defensive funds, with the firm making discretionary decisions once the account is established. J.H. McKewen III & Associates, LLC does not receive compensation for client referrals and has custody of client accounts for fee deduction purposes. The firm's owner, John H. McKewen III, and investment adviser representatives Allen L. Weaver and John H. McKewen IV have diverse educational backgrounds and industry experience.