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MCCAY WEALTH ADVISORY LLC

dba MCCAY WEALTH ADVISORY LLC · CRD 286503 · Registered Investment Adviser

MCCAY WEALTH ADVISORY LLC is a Registered Investment Adviser headquartered in MANCHESTER, TN. The firm reports $495,389,747 in regulatory assets under management across 880 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$481,837,719
Non-discretionary$13,552,028
Total RAUM$495,389,747
Accounts880

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 286503. adviserinfo.sec.gov/firm/summary/286503.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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