MCCULLEY FINANCIAL GROUP, LLC

Overview

Mcculley Financial Group, LLC is an independent registered investment adviser serving individual, family and small institutional clients. The firm runs fee-based relationships that blend portfolio management with financial planning and limited pension consulting. Investment activity is tilted toward equities—both exchange-traded strategies and individual positions—while also incorporating traditional packaged vehicles such as mutual funds and annuities where appropriate for client objectives. Mcculley Financial Group structures client work across discretionary and non‑discretionary mandates, reflecting a mix of ongoing portfolio management and advisory engagements where clients retain final trading authority. The firm does not position itself as an ESG specialist and does not present as a capital allocator to direct private deals; instead it uses third‑party managers and liquid markets to implement portfolio exposures.

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Public Holdings

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Location & Offices