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McCay Wealth Advisory LLC

● SEC registered since 2018CRD 286503SEC# 801-114039Manchester, TN
Export (members)
Reg. AUM
$384.6M
Employees
9
Accounts
2,356
Location
Manchester, TN

McCay Wealth Advisory LLC assets under management

McCay Wealth Advisory LLC is a registered investment adviser overseen by the SEC based in Manchester, TN. The firm has been registered since 2018. It reports $384.6 million in regulatory assets under management and employs 9 people.
www.mccaywealth.comView on SEC.gov ↗

McCay Wealth Advisory LLC owners & executives

2 reported
NameTitleOwnershipSince
Brent Alan McCay ControlManaging PrincipalOver 75%2016
Emily Suzanne McCay ControlCcoUnder 5%2021

Frequently asked questions

How much does McCay Wealth Advisory LLC manage?

McCay Wealth Advisory LLC reports $384.6 million in regulatory assets under management on its Form ADV.

How many employees does McCay Wealth Advisory LLC have?

McCay Wealth Advisory LLC reports 9 employees.

Where is McCay Wealth Advisory LLC located?

McCay Wealth Advisory LLC is based in Manchester, TN and has been SEC-registered since 2018.

Does McCay Wealth Advisory LLC disclose fund performance?

McCay Wealth Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address624 N Woodland Street, Manchester, TN 37355
Phone931-728-2130
Fax931-728-2578
Office hours8a.m. - 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$384.6M
Non-discretionary$0
Total (RAUM)$384.6M