MCAVOY KEMP WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- COLUMBUS, Indiana
- CRD number
- 122084
- Website
- www.mcavoykemp.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.99%
- Individuals25.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mcavoy Kemp Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients and provides financial planning and portfolio management services for individuals, small businesses, and other institutions. Its billing approaches include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities26%
- Cash & Cash Equivalents2%
Contacts
3 of 3JIMMY KEMP
Managing PartnerCRD 2036300
BRIAN WERTH
Investment Advisor RepresentativeCRD 4878619
CHERYL MCAVOY
Managing Partner & Compliance OfficerCRD 4903937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COLUMBUS, IN
BARTHOLOMEW
Location
COLUMBUS, IN
Headquartered in COLUMBUS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- BARTHOLOMEW
- Address
- 2121 25th St
- Time zone
- ET (UTC-5)
- Office locations
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