Mccauley Investment Advisory, LLC

Overview

Mccauley Investment Advisory, LLC is a small, owner-operated limited liability company that functions as a non‑independent retail registered investment adviser focused on individual and family clients. The firm describes itself as a capital allocator and provides portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Its fee arrangements include a mix of percentage-of-AUM billing, fixed fees and other fee types. The adviser is affiliated with an insurance company and does not report being an active ESG investor or a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives