Mccarley & Cook Financial Planners
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 310087
- Registered since
- June 21, 2022
- Website
- www.mccarleycook.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI75.12%
- Individuals23.71%
- Pension & Profit Sharing Plans1.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mccarley & Cook Financial Planners operates as an independent, SEC-registered registered investment adviser organized as an LLC. The firm filed with the SEC in 2022 and is owned by an individual principal. Its client mix includes individuals and families as well as institutional relationships, and the firm focuses on financial planning and portfolio management for individuals and small businesses. Compensation is primarily fee-based, using both a percentage-of-assets model and hourly billing. The adviser does not identify as an active ESG investor and is not designated as a multi-state adviser in the source data.
Assets & Accounts
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 Funds70%
- US Government Bonds15%
- Cash & Cash Equivalents9%
- Exchange Traded Equities6%
Contacts
2 of 2
Matthew Antenucci
Portfolio ManagerCRD 7078740
Christopher Cook
PartnerCRD 5714816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 6910 Miami Ave
- Time zone
- ET (UTC-5)
- Office locations
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