CRD: 154891
Mcculley Financial Group, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2011
- Office Locations
- 1
Office Locations
About Mcculley Financial Group, LLC
McCulley Financial Group, LLC advises business owners, entrepreneurs, and employers on retirement plans and personal wealth strategy, pairing corporate and solo 401(k) consulting with holistic financial planning, asset management, and insurance-led asset protection. Fee-based (non-commission) advice with a risk-averse, analysis-driven portfolio approach that heavily uses ETFs and high-quality fixed income; plan participants get 1:1 education.
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Owner & Executives
KORTNEY ROBERT MCCULLEY
Chief Compliance Officer, Managing Member
- CRD
- #5482838
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,613,757 | $720,665 |
| Non-Discretionary | $87,063,470 | $3,109,410 |
| Total | $188,677,227 | $1,116,433 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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