| Name | Title | Ownership | Since |
|---|---|---|---|
| James B Cox Control | Chief Executive Officer | 50-75% | 2021 |
| Mark Robert Finney Control | Chief Compliance Officer | 10-25% | 2021 |
| Megan McCarthy Collins Control | Advisor | 10-25% | 2021 |
McCarthy & Cox Retirement & Estate Specialists LLC reports $641.8 million in regulatory assets under management on its Form ADV.
McCarthy & Cox Retirement & Estate Specialists LLC reports 20 employees.
McCarthy & Cox Retirement & Estate Specialists LLC is based in Marysville, OH and has been SEC-registered since 2024.
McCarthy & Cox Retirement & Estate Specialists LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 127 W. 5th Street, Marysville, OH 43040 |
| Phone | 937-644-0351 |
| Fax | 937-644-0356 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2020726 |
| Discloses disciplinary history | No |
| Discretionary | $641.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $641.8M |