MCAVOY KEMP WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
$70.5M
Discretionary
$70.5M
100% of AUM
Avg account
$295K
Accounts
239
Employees
2
Advisory reps
3

Firm details

Headquarters
COLUMBUS, Indiana
CRD number
122084
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 72%, Exchange Traded Equities 26%, Cash & Cash Equivalents 2%72%
  • Public Funds/Mutual Funds72%
  • Exchange Traded Equities26%
  • Cash & Cash Equivalents2%

Contacts

3 of 3
  • JIMMY KEMP

    Managing PartnerCRD 2036300

  • BRIAN WERTH

    Investment Advisor RepresentativeCRD 4878619

  • CHERYL MCAVOY

    Managing Partner & Compliance OfficerCRD 4903937

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth