Overview
Assets Under Management: $642 million
Headquarters: MARYSVILLE, OH
High-Net-Worth Clients: 177
Average Client Assets: $2 million
Frequently Asked Questions
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC 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 #328478), MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC is subject to fiduciary duty under federal law.
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC is headquartered in MARYSVILLE, OH.
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC serves 177 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, and educational seminars and workshops. View all service details ↓
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC manages $642 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC serves high-net-worth individuals and businesses. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Educational Seminars
Clients
Number of High-Net-Worth Clients: 177
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.88
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,156
Discretionary Accounts: 2,156
Regulatory Filings
CRD Number: 328478
Filing ID: 1945328
Last Filing Date: 2025-03-05 17:15:00
Website: https://mccarthyandcox.com