M
CRD: 166035
Mccauley Investment Advisory, LLC
Show LOW, AZ
4808278445
$16.3M Total AUM
$16.3M Disc. AUM
-- 3Y CAGR
2 Employees
94 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-21-2013
- Office Locations
- 2
Office Locations
-- Chandler AZ
-- Show LOW AZ
About Mccauley Investment Advisory, LLC
Mccauley Investment Advisory, LLC is a Show LOW-based RIA with 2 offices. The firm has been operating for 13 years. Managing $16.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$8.2M AVG AUM / ADVISOR
$173.4K AVG AUM / CLIENT
8.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
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Asset Classes
Crest Peak
Client Personas
Vector
Investment Themes
Vertex radial Wave
Investment Vehicles
Quantum
Services
Timber north Vital Eagle Ridge alpha Delta quantum
Owner & Executives
THOMAS CLAUDE COOK
Chief Compliance Officer, Director, Managing Member
- CRD
- #1002206
- Ownership
- 75% or more
(227) 618-7413
value.wave@signalcapital.com
in linkedin.com/in/fusion-prime
Showing 1 of 1 owners & executives
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M
MICHAEL THOMAS COOK
Advisor
- CRD
- #2549417
(340) 451-9899
momentum.summit@elementcapital.com
in linkedin.com/in/unison-eagle
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,300,000
Equity - Exchange:
17.5% Cash:
82.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,530,690,051 | 17.5% |
| Cash | $7,216,110,240 | 82.5% |
| Total | $8,746,800,291 | 100.0% |