CRD: 281578
Mckay Wealth Management Group LLC
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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- NorthFoundation glacier
- Established Date
- 12-15-2015
- Office Locations
- 1
Office Locations
About Mckay Wealth Management Group LLC
McKay Wealth Management Group is a Richmond, VA wealth management and financial planning firm focused on helping individuals and families navigate the complexities of significant wealth. The team builds customized plans in coordination with clients’ accountants and estate attorneys, combining portfolio management with retirement planning, tax-efficient investment strategies, and estate/generational wealth transfer guidance. Portfolios commonly use ETFs and mutual funds alongside investment-grade fixed income.
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Owner & Executives
MATTHEW ALAN MCKAY
Chief Compliance Officer, LEAD ADVISOR, Owner
- CRD
- #4885012
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,501,241 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,501,241 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,501,241
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $878,586,946 | 33.0% |
| Public Funds | $452,605,397 | 17.0% |
| Corporate - Investment Grade | $197,016,467 | 7.4% |
| Cash | $646,959,479 | 24.3% |
| Private Funds | $487,216,397 | 18.3% |
| Total | $2,662,384,686 | 100.0% |