CRD: 289043
Mccormick Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-15-2017
- Office Locations
- 1
Office Locations
About Mccormick Financial Advisors, LLC
McCormick Financial Advisors is a Bozeman, MT fee-only RIA led by Michael McCormick (fiduciary since 2017) providing planning-led, comprehensive advice and portfolio management for a select group of clients. The practice emphasizes high-touch, direct advisor relationships, with portfolios primarily implemented using ETFs and public funds and custody including Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 58 clients, or 58 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
MICHAEL JOHN MCCORMICK
Advisor, President
- CRD
- #5481003
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,750,833 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,750,833 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Mccormick Financial Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.