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MCAVOY KEMP WEALTH MANAGEMENT, LLC
CRD 122084 · SEC 801-67784
2121 25TH STREET, SUITE A, COLUMBUS, IN, 47201-3214, United States
Phone
812-376-6463
Fax
812-372-5672
Registration
— (—)
Source
State registered
Total AUM
$70.5M
Discretionary AUM
$70.5M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)TAX PLANNING/RETURNS, EDUCATIONAL PROGRAMS, RISK MANAGEMENT AND FINANCIAL COACHING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $17.6M |
| High net worth individuals | 31 | $52.8M |
All web addresses on file
Official SEC filing: View on IAPD