TRAC WEALTH MANAGEMENT, INC
Firm details
- Headquarters
- NORMAN, Oklahoma
- CRD number
- 281128
- Website
- tracwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals60.26%
- Corporations / Businesses21.46%
- HNWI18.28%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Trac Wealth Management, Inc. is a small, privately owned corporate RIA that serves both individual & family clients and institutional accounts. The firm operates primarily as a capital allocator: it provides portfolio management for individuals and small businesses and hires or recommends outside managers when appropriate. Compensation is charged as a percentage of assets under management. Trac Wealth does not identify as an active ESG investor and is not presented as a multi-state or pension consulting adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities59%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents9%
- Non-Exchange Traded Equities1%
Contacts
1 of 1TRACY MCCARY
PresidentCRD 2025479
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORMAN, OK
CLEVELAND
Location
NORMAN, OK
Headquartered in NORMAN, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- CLEVELAND
- Address
- 3750 W Main St
- Time zone
- CT (UTC-6)
- Office locations
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