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McCulley Financial Group, LLC

● SEC registered since 2024CRD 154891SEC# 801-129527Westchester, IL
Export (members)
Reg. AUM
$188.7M
Employees
4
Accounts
169
Location
Westchester, IL

McCulley Financial Group, LLC assets under management

McCulley Financial Group, LLC is a registered investment adviser overseen by the SEC based in Westchester, IL. The firm has been registered since 2024. It reports $188.7 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/mcculley-financial-groupView on SEC.gov ↗

McCulley Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Kortney Robert McCulley ControlManaging Member, Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does McCulley Financial Group, LLC manage?

McCulley Financial Group, LLC reports $188.7 million in regulatory assets under management on its Form ADV.

How many employees does McCulley Financial Group, LLC have?

McCulley Financial Group, LLC reports 4 employees.

Where is McCulley Financial Group, LLC located?

McCulley Financial Group, LLC is based in Westchester, IL and has been SEC-registered since 2024.

Does McCulley Financial Group, LLC disclose fund performance?

McCulley Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Westbrook Corporate Center, Suite 220, Westchester, IL 60154
Phone312-219-9000
Fax312-445-9115
Office hours8:30 - 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$101.6M
Non-discretionary$87.1M
Total (RAUM)$188.7M