Overview
Assets Under Management: $202 million
Headquarters: SPRINGBORO, OH
High-Net-Worth Clients: 51
Average Client Assets: $3 million
Frequently Asked Questions
MCCARTHY WEALTH & TAX ADVISORS 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 #135875), MCCARTHY WEALTH & TAX ADVISORS is subject to fiduciary duty under federal law.
MCCARTHY WEALTH & TAX ADVISORS is headquartered in SPRINGBORO, OH.
MCCARTHY WEALTH & TAX ADVISORS serves 51 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, MCCARTHY WEALTH & TAX ADVISORS offers portfolio management for individuals and selection of other advisors. View all service details ↓
MCCARTHY WEALTH & TAX ADVISORS manages $202 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, MCCARTHY WEALTH & TAX ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 848
Discretionary Accounts: 848
Regulatory Filings
CRD Number: 135875
Filing ID: 2048505
Last Filing Date: 2026-02-17 15:16:58