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Mccarley & Cook Financial Planners

Mccarley & Cook Financial Planners. CRD 310087

Mccarley & Cook Financial Planners logo

CRD: 310087

Mccarley & Cook Financial Planners

Cincinnati, OH, 45243
5137929990
www.mccarleycook.com
$169.1M Total AUM
$169.1M Disc. AUM
-- 3Y CAGR
2 Employees
169 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
09-29-2020
Office Locations
1

Office Locations

6910 Miami Ave. Cincinnati OH

About Mccarley & Cook Financial Planners

McCarley & Cook Financial Planners is a Cincinnati-based, commission-free fiduciary practice focused almost exclusively on retirement planning for individuals and families nearing or in retirement. The team (CFP®/CFA) delivers retirement, tax, estate/legacy, charitable giving and investment planning, building customized portfolios aligned to income needs and risk comfort. Boutique capacity keeps service high-touch; assets custodied at Schwab.

Team overview

34 AVG AGE
$84.5M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
4.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Optima vertex Capital matrix Frontier

Client Personas

Glacier catalyst

Custodian

Pathway pathway Catalyst wave

Investment Themes

Matrix fusion Peak Fusion zenith Focus unison

Investment Vehicles

Horizon

Platform

Matrix atlas

Services

Pathway vital Element Horizon focus Oak Pioneer signal Ridge alpha Crest Oak matrix Bridge Horizon

Owner & Executives

C

CHRISTOPHER GEORGE COOK

Chief Compliance Officer, Financial Planner, Managing Member

CRD
#5714816
Ownership
75% or more
(274) 740-3613
crest.north@foundationcapital.com
in linkedin.com/in/oak-element

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Contacts

M

MATTHEW FRANCIS ANTENUCCI

--

CRD
#7078740
(805) 298-3424
atlas.atlas@insightcapital.com
in linkedin.com/in/delta-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-18-2022
11-28-2023
01-23-2024
03-07-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $169,055,195 $301,884
Non-Discretionary $0 --
Total $169,055,195 $301,884

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Separately Managed Accounts

Total SMA Asset: $169,055,195

$169.1M Total SMA
Public Funds:
25.7%
U.S. Government/Agency:
23.5%
Cash:
30.0%
Equity - Exchange:
20.8%
Asset class Assets Assets %
Public Funds $323,718,067 25.7%
U.S. Government/Agency $296,006,792 23.5%
Cash $377,881,012 30.0%
Equity - Exchange $261,997,501 20.8%
Total $1,259,603,372 100.0%

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