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MCCAY WEALTH ADVISORY LLC
CRD 286503 · SEC 801-114039
624 N WOODLAND STREET, MANCHESTER, TN, 37355, United States
Phone
931-728-2130
Fax
931-728-2578
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$495.4M
Discretionary AUM
$481.8M
Team
10 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 528 | $132.3M |
| High net worth individuals | 331 | $295.6M |
| Pension/profit sharing plans | 9 | $22.8M |
| Charitable organizations | 8 | $39.1M |
States served
LA, TN, MO, TX
All web addresses on file
Official SEC filing: View on IAPD