Overview
Assets Under Management: $385 million
Headquarters: MANCHESTER, TN
High-Net-Worth Clients: 288
Average Client Assets: $882,051
Frequently Asked Questions
MCCAY WEALTH ADVISORY 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 #286503), MCCAY WEALTH ADVISORY LLC is subject to fiduciary duty under federal law.
MCCAY WEALTH ADVISORY LLC is headquartered in MANCHESTER, TN.
MCCAY WEALTH ADVISORY LLC serves 288 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, MCCAY WEALTH ADVISORY LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
MCCAY WEALTH ADVISORY LLC manages $385 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, MCCAY WEALTH ADVISORY LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 288
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.04
Average High-Net-Worth Client Assets: $882,051
Total Client Accounts: 2,356
Discretionary Accounts: 2,356
Regulatory Filings
CRD Number: 286503
Last Filing Date: 2025-02-05 00:00:00
Website: https://mccaywealth.com