This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-20-2017
- Office Locations
- 1
Office Locations
About Mccay Wealth Advisory LLC
McCay Wealth Advisory is an independent, fee-only fiduciary RIA providing financial planning and active investment advice for families. Services include hourly consulting and ongoing advising across retirement planning, insurance guidance, cash-flow management, asset allocation, and charitable giving. The firm intentionally takes on only a select number of new families each year to protect service quality and investment oversight.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRENT ALAN MCCAY
MANAGING PRINCIPAL, Wealth Advisor
- CRD
- #5251087
- Ownership
- 75% or more
EMILY SUZANNE MCCAY
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6288399
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Genesis Botello
Administrative Assistant
- CRD
- #7817379
Bradley Covert
Associate Advisor
- CRD
- #7332679
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $481,837,719 | $548,790 |
| Non-Discretionary | $13,552,028 | $6,776,014 |
| Total | $495,389,747 | $562,943 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing