John T. Mccarthy, LLC

Overview

John T. Mccarthy, LLC is an independent registered investment adviser structured as a limited liability company and owned by John T. McCarthy. The firm advises individuals and families with a mix of financial planning and portfolio management services targeted at individuals and small businesses. Fee arrangements include a percentage of assets under management and fixed fees. The adviser is not positioned as a capital allocator or multi-state ESG specialist; its reported advisory activity is predominantly non‑discretionary, reflecting a hands-on, client-directed management style. Investment preferences lean toward liquid equity exposure and third‑party alternative managers. Exchange‑traded equities are the single largest holding category, and the firm supplements equity allocations with mutual funds, corporate debt and annuities for income and diversification. On the alternative side the adviser uses external managers focused on real estate, commodities and oil & gas to add non‑correlated return potential and income-oriented strategies.

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