MCCAY WEALTH ADVISORY LLC

Overview

Mccay Wealth Advisory LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm combines discretionary portfolio management with fee arrangements that include percentage-of-AUM billing, hourly engagements and fixed fees. Its service mix also includes educational seminars and workshops, and the firm maintains an insurance company affiliation that supports insurance-linked solutions in client plans. Investment activity is centered on pooled public investment vehicles—primarily mutual funds and other public funds—with a clear tilt toward centrally managed, scalable exposures rather than concentrated single-name equity risk. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Most client relationships are managed on a discretionary basis, enabling the firm to implement model and managed account strategies across taxable and tax-advantaged accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices