J
$61.1M Total AUM
$0 Disc. AUM
-20.9% 3Y CAGR
1 Employees
155 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-15-1999
- Office Locations
- 1
Office Locations
-- Long Boat KEY FL
About John T. Mccarthy, LLC
John T. Mccarthy, LLC is a Long Boat KEY-based RIA. The firm has been operating for 26 years. Managing $61.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$61.1M AVG AUM / ADVISOR
$394.4K AVG AUM / CLIENT
26.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
J
JOHN THOMAS MCCARTHY III
Chief Compliance Officer, Managing Member
- CRD
- #1867861
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $61,129,388 | $336,211 |
| Total | $61,129,388 | $336,211 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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