Overview
Assets Under Management: $141 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 44
Average Client Assets: $2 million
Frequently Asked Questions
MCCARLEY & COOK FINANCIAL PLANNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310087), MCCARLEY & COOK FINANCIAL PLANNERS is subject to fiduciary duty under federal law.
MCCARLEY & COOK FINANCIAL PLANNERS is headquartered in CINCINNATI, OH.
MCCARLEY & COOK FINANCIAL PLANNERS serves 44 high-net-worth clients according to their SEC filing dated January 05, 2026. View client details ↓
According to their SEC Form ADV, MCCARLEY & COOK FINANCIAL PLANNERS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MCCARLEY & COOK FINANCIAL PLANNERS manages $141 million in client assets according to their SEC filing dated January 05, 2026.
According to their SEC Form ADV, MCCARLEY & COOK FINANCIAL PLANNERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.33
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 612
Discretionary Accounts: 612
Regulatory Filings
CRD Number: 310087
Filing ID: 2037230
Last Filing Date: 2026-01-05 13:09:58