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| Keyboard |
| McCarthy Asset Management Inc
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|---|---|
| CRD # | 118285 |
| SEC # | 801-60897 |
| CIK # | 0001843169 |
| AUM | 422.4 M (2026-03-11) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 650-610-9540 |
| Address | 3 Lagoon Drive, Suite 155 Redwood Shores, CA 94065 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Johnson & Johnson | 2.3 | |
| Apple Inc | 0.9 | |
| Tesla Motors Inc | 0.6 | |
| Microsoft Corp | 0.5 | |
| Alphabet Inc | 0.5 | |
| Alphabet Inc | 0.4 | |
| Amazon Com Inc | 0.3 | |
| Applied Materials Inc /DE | 0.3 | |
| iShares Silver Trust | 0.2 | |
| Energy Transfer Equity LP | 0.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 45.8 |
| (b) Individuals (high net worth individuals) | 169 | 376.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 832 | 422.4 |
| By Discretionary | ||
| Discretionary | 832 | 422.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 832 | 422.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 418.9 | |
| Total | 832 | 422.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843169] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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