SEC Form ADV

CARUSO MCLEAN & CO., INC.

Firm profile: Caruso Mclean & Co — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY

$281.8M

Assets Under Management

182

Total Clients

Employees

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Registration Details

Accession: CRD-126084
Location: UTICA, NY
Filing Date: March 18, 2026
AUM: $281.8M
Total Clients: 182
Institutional Clients: 21
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

CARUSO MCLEAN & CO., INC. is a registered investment adviser headquartered in UTICA, NY, managing approximately $281.8M in assets across 182 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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