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| Happy Holidays!! thanks for using AUM13F!! |
| McCay Wealth Advisory LLC
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| CRD # | 286503 |
| SEC # | 801-114039 |
| CIK # | |
| AUM | $384.6 M (2025-02-05) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 931-728-2130 |
| Address | 624 N Woodland Street Manchester, TN 37355 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 408 | 89.3 |
| (b) Individuals (high net worth individuals) | 288 | 254.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 36.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,356 | 384.6 |
| By Discretionary | ||
| Discretionary | 2,356 | 384.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,356 | 384.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 384.6 | |
| Total | 2,356 | 384.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Square LLC
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|
TN | 0.4 |
|
Allgen Financial Advisors Inc
✚
|
FL | 0.4 |
|
Envision Financial Planning LLC
✚
|
TN | 0.4 |
|
Beacon Financial Planning Inc
✚
|
MA | 0.4 |
|
Paradigm Wealth LLC
✚
|
NE | 0.4 |
|
Widmann Financial Services Inc
✚
|
MD | 0.4 |
|
Avory & Company LLC
✚
|
FL | 0.4 |
|
Court Place Advisors LLC
✚
|
MD | 0.4 |
|
Fee-Only Financial Planning LC
✚
|
0.4 | |
|
ETF Portfolio Partners Inc
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|
KS | 0.4 |