M
$865.2K Total AUM
$865.2K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
1 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-29-2025
- Office Locations
- 1
Office Locations
3715 Northside Pkwy NW Bldg 100, STE 500 Atlanta GA
About MCC Wealth
MCC Wealth is a fee-only, fee-for-service advisory providing holistic financial planning and investment management for individuals and families, including inheritance and special needs planning. The firm uses tax-focused investment strategies and offers flexible pricing (hourly, flat fee, subscription, or % of investable assets), with an accessibility-first approach such as after-hours meetings.
Team overview
-- AVG AGE
$865.2K AVG AUM / ADVISOR
$123.6K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
William McCullough III
Chief Compliance Officer
- CRD
- #7203085
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $865,165 | -- |
| Non-Discretionary | $0 | -- |
| Total | $865,165 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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