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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between February 5, 2025 and February 26, 2026, reported AUM increased 28.8%, from $384.6M to $495.4M.
Across 5 reported observations, AUM increased 153.3% between April 12, 2022 and February 26, 2026, from $195.6M to $495.4M.
Of the latest reported AUM, 97.3% is discretionary and 2.7% is non-discretionary.
The firm reports 5 advisory representatives and 876 clients, or 175.2 clients per representative. That equates to $565.5K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on February 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
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- Platform
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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
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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 |
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Separately Managed Accounts
SMA allocation detail is available
Mccay Wealth Advisory LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.