CRD: 122084
Mcavoy Kemp Wealth Management, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-15-2002
- Office Locations
- 2
Office Locations
About Mcavoy Kemp Wealth Management, LLC
McAvoy Kemp Wealth Management is an independent RIA providing private wealth management—holistic planning and investment advice paired with coaching and education to help clients (including entrepreneurs) manage life, simplify decisions, and sustain quality of life. The firm emphasizes a process-over-products approach through its Six for Life Model and Blueprint program, building portfolios primarily with public funds and ETFs using a risk-managed asset-allocation discipline, with custody at Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JIMMY DEAN KEMP
Managing Partner
- CRD
- #2036300
- Ownership
- 75% or more
CHERYL ANN MCAVOY
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #4903937
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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BRIAN R WERTH
Financial Advisor
- CRD
- #4878619
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,464,255 | $165,788 |
| Non-Discretionary | $0 | $299,817 |
| Total | $70,464,255 | $166,722 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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