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 is an independent, individual‑owned RIA that registered with the SEC in 2022. The firm provides financial planning and discretionary portfolio management services targeted at individuals, families and some institutional clients, with a stated focus on individuals and small businesses. Its fee arrangements include a percentage of assets under management and hourly charges. The firm does not market itself as an ESG investor and is not identified as a multi‑state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Christopher Cook
PartnerCRD 5714816
Matthew Antenucci
Portfolio ManagerCRD 7078740
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 135Active vs passive
$118M in ETFs
80%
$94.9M
18%
$23.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $45.3M | 59,183 | 38.25% |
Location
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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