CRD: 118285
Mccarthy Asset Management, Inc.
$422.4M Total AUM
$422.4M Disc. AUM
3.7% 3Y CAGR
4 Employees
218 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Foundation glacier
- Established Date
- 02-01-2002
- Office Locations
- 1
Office Locations
3 Lagoon Drive Redwood Shores CA
About Mccarthy Asset Management, Inc.
McCarthy Asset Management is an independent, fee-only RIA in Redwood Shores, CA, providing comprehensive financial and tax planning alongside long-term investment management. The firm builds client-specific asset allocation based on time horizon, risk tolerance, goals, and cash-flow needs, and makes adjustments as conditions and objectives change. Custodies assets at Charles Schwab.
Team overview
48 AVG AGE
$211.2M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
13.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Glacier Vertex momentum
Client Personas
Element
Investment Themes
Meridian
Investment Vehicles
Value
Services
Harbor foundation Meridian catalyst Catalyst zenith Matrix Meridian vector Bridge
Technology
Fusion meridian
Owner & Executives
S
STEPHEN PETER MCCARTHY
Chief Compliance Officer, President, Principal
- CRD
- #1542963
- Ownership
- 75% or more
(743) 709-1092
matrix.meridian@capitalcapital.com
in linkedin.com/in/pioneer-summit
Showing 1 of 1 owners & executives
Unlock allContacts
Ryan Stephen McCarthy
Financial Advisor
- CRD
- #7342714
(439) 294-5798
value.meridian@atlascapital.com
in linkedin.com/in/frontier-fusion
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $422,403,865 | $507,697 |
| Non-Discretionary | $0 | -- |
| Total | $422,403,865 | $507,697 |
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Separately Managed Accounts
Total SMA Asset: $422,403,865
Public Funds:
41.7% Equity - Exchange:
12.5% Cash:
45.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,289,218,248 | 41.7% |
| Equity - Exchange | $985,976,693 | 12.5% |
| Cash | $3,612,618,604 | 45.8% |
| Total | $7,887,813,545 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR PATHWAY BRIDGE | CAPITAL FRONTIER | QSNN0DNWR | PLRO | 0.78% | $102,497,688 |
| SUMMIT OAK | VALUE EAGLE | TVH3BRVW3 | ZUQKU | 12.44% | $23,156,617 |
| QUANTUM RADIAL | PATHWAY INSIGHT | OY9UMPN7P | ZHIP | 3.59% | $80,087,030 |
| FOUNDATION VERTEX | DELTA FOCUS | 622C67FOS | DRNB | 10.62% | $108,641,078 |
| DELTA UNISON WAVE | FOUNDATION PEAK | 3SCHNR44M | QNB | 10.72% | $16,174,323 |
| MATRIX CREST DELTA | HARBOR FRONTIER | 9NI3KN119 | AXFR | 4.70% | $35,933,601 |
| RADIAL OPTIMA | HORIZON CATALYST | 2RAFIVS1X | IJB | 12.09% | $40,976,731 |
| SUMMIT VITAL CATALYST | GLACIER ATLAS | PG6HYWYT6 | COHCN | 11.13% | $54,894,379 |