M
CRD: 171742
Mccauley Investments Advisors LLC
Guilford, CT, 06437
2034532200
$9.2M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
11 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-27-2014
- Office Locations
- 1
Office Locations
138 SAM Hill Road P. O. BOX 409 Guilford CT
About Mccauley Investments Advisors LLC
Mccauley Investments Advisors LLC is a Guilford-based RIA. The firm has been operating for 11 years. Managing $9.2M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$9.2M AVG AUM / ADVISOR
$139.2K AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Horizon Meridian summit
Investment Themes
Element
Investment Vehicles
Crest vector
Services
Harbor North Frontier momentum Insight Capital ember Momentum
Owner & Executives
J
JOHN JOSEPH MCCAULEY
Chief Compliance Officer, President
- CRD
- #1275230
- Ownership
- 75% or more
(697) 622-4105
delta.horizon@optimacapital.com
in linkedin.com/in/crest-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,100,000 | -- |
| Non-Discretionary | $2,090,000 | -- |
| Total | $9,190,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,190,000
Public Funds:
22.6% Cash:
30.9% Equity - Exchange:
46.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,390,208,869 | 22.6% |
| Cash | $1,900,772,304 | 30.9% |
| Equity - Exchange | $2,860,385,506 | 46.5% |
| Total | $6,151,366,679 | 100.0% |