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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Matrix focusElement +more
- Established Date
- 08-01-2007
- Office Locations
- 1
Office Locations
About Macaulay & Associates, LLC
Macaulay & Associates is an independent Fort Mill, SC advisory firm serving York County and the Charlotte area. The team provides planning-centric financial planning and ongoing investment management for individuals, families, and businesses, including retirement, tax, estate, education, and risk/insurance planning with goals-based portfolios. Engagement follows a focused, modular planning process supported by online client portal resources.
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Owner & Executives
DAVID JARVIS MACAULAY
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #3180789
- Ownership
- 75% or more
Eugene Harrison Dixon Jr.
CHIEF OPERATING OFFICER, Financial Planner
- CRD
- #7375289
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,201,977 | -- |
| Non-Discretionary | $1,147,500 | -- |
| Total | $81,349,477 | -- |
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Separately Managed Accounts
Total SMA Asset: $81,349,477
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $505,933,140 | 65.5% |
| Cash | $266,483,868 | 34.5% |
| Total | $772,417,008 | 100.0% |