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Mccary Anheuser Wealth Management, LLC

Mccary Anheuser Wealth Management, LLC. CRD 306810

Mccary Anheuser Wealth Management, LLC logo

CRD: 306810

Mccary Anheuser Wealth Management, LLC

West Hartford, CT, 06107
8607611000
www.mccary-anheuser-wealth.com
$8.1M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · SEI · Vanguard
Clients
Retail
Platforms
PrimePathway +more
Established Date
03-17-2020
Office Locations
1

Office Locations

15 North Main Street Suite 100 West Hartford CT

About Mccary Anheuser Wealth Management, LLC

McCary Anheuser Wealth Management is a fee-only, fiduciary RIA delivering a Virtual Family Office experience for high- and ultra-high-net-worth families nationwide, including long-standing work for the Anheuser family. The firm pairs financial planning and investment advisory with a curated network of specialist partners, and supports business owners (including doctors/dentists) and commercial real estate investors. Primary custody is with Charles Schwab; retirement plans are administered via Vanguard.

Team overview

-- AVG AGE
$8.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Pioneer Element Element Frontier Insight

Client Personas

Legacy zenith Peak

Custodian

Radial Optima Signal pathway Focus crest Bridge vital Optima Capital Vertex peak Frontier value Pathway momentum Prime momentum

Fund Managers

Eagle bridge

Investment Themes

Timber bridge Zenith wave Vital Quantum

Investment Vehicles

Zenith Legacy atlas

Platform

Pioneer catalyst Delta legacy

Services

Timber Element Ridge matrix Oak pathway Capital capital Beacon Vector radial Radial value Eagle capital

Technology

Value Unison North Radial timber Delta pioneer

Owner & Executives

David Walter McCary

David Walter McCary

Chief Compliance Officer, PRINCIPAL

CRD
#6678213
Ownership
75% or more
(383) 538-9838
capital.prime@valuecapital.com
in linkedin.com/in/beacon-vital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $8,118,205 --
Non-Discretionary $0 --
Total $8,118,205 --

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Separately Managed Accounts

Total SMA Asset: $8,118,205

$8.1M Total SMA
Public Funds:
40.8%
Equity - Exchange:
21.1%
Cash:
38.1%
Asset class Assets Assets %
Public Funds $1,755,653,885 40.8%
Equity - Exchange $907,948,455 21.1%
Cash $1,639,470,908 38.1%
Total $4,303,073,248 100.0%

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