T
$14.7M Total AUM
$11.5M Disc. AUM
-- 3Y CAGR
1 Employees
162 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-22-2015
- Office Locations
- 1
Office Locations
3750 W Main Street Suite 142 Norman OK
About Trac Wealth Management, INC
Trac Wealth Management, INC is a Norman-based RIA. The firm has been operating for 10 years. Managing $14.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Matrix Trust.
Team overview
59 AVG AGE
$14.7M AVG AUM / ADVISOR
$90.7K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Investment Vehicles
Available
Services
Available
Owner & Executives
T
TRACY JON MCCARY
Chief Compliance Officer, President
- CRD
- #2025479
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,539,537 | -- |
| Non-Discretionary | $3,152,478 | -- |
| Total | $14,692,015 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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