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MACAULAY & ASSOCIATES, LLC
CRD 144717
360 KINGSLEY PARK DRIVE, SUITE 190, FORT MILL, SC, 29715, United States
Phone
803-802-7224
Fax
803-802-7225
Registration
— (—)
Source
State registered
Total AUM
$81.3M
Discretionary AUM
$80.2M
Team
4 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $32.3M |
| High net worth individuals | 33 | $49.0M |
All web addresses on file
Official SEC filing: View on IAPD