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MCCARLEY & COOK FINANCIAL PLANNERS
MCCARLEY & COOK LLC
CRD 310087 · SEC 801-125903
6910 MIAMI AVE., CINCINNATI, OH, 45243, United States
Phone
513-792-9990
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$169.1M
Discretionary AUM
$169.1M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $40.1M |
| High net worth individuals | 50 | $127.0M |
| Pension/profit sharing plans | 1 | $2.0M |
States served
KY, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD