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| McCulley Financial Group LLC
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|---|---|
| CRD # | 154891 |
| SEC # | 801-129527 |
| CIK # | |
| AUM | $153.1 M (2025-01-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 312-219-9000 |
| Address | 2 Westbrook Corporate Center Westchester, IL 60154 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 15.6 |
| (b) Individuals (high net worth individuals) | 20 | 62.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 75.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 156 | 153.1 |
| By Discretionary | ||
| Discretionary | 130 | 78.2 |
| Non-Discretionary | 26 | 75.0 |
| Total | 156 | 153.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.1 | |
| Total | 156 | 153.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Broadwater Capital Management LLC
✚
|
MA | 0.2 |
|
Syntheticfi LLC
✚
|
CA | 0.2 |
|
Lakeshore Capital Group Inc
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|
IL | 0.2 |
|
One Wealth Management Investment and Advisory Services LLC
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|
FL | 0.2 |
|
R F Lafferty & Co Inc
✚
|
NY | 0.2 |
|
Wealth Advisors LLC
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|
OH | 0.2 |
|
CornerStone Investment Advisors LLC
✚
|
CO | 0.2 |
|
Daviman Financial LLC
✚
|
0.2 | |
|
OT Financial LLC
✚
|
OH | 0.2 |
|
Investor Advisory Group LLC
✚
|
NC | 0.2 |