SEC Form ADV

MCCAY WEALTH ADVISORY LLC

Firm profile: McCay Wealth Advisory — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTN

$495.4M

Assets Under Management

880

Total Clients

Employees

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Registration Details

Accession: CRD-286503
Location: MANCHESTER, TN
Filing Date: February 26, 2026
AUM: $495.4M
Total Clients: 880
Institutional Clients: 17
Employees: 10
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

MCCAY WEALTH ADVISORY LLC is a registered investment adviser headquartered in MANCHESTER, TN, managing approximately $495.4M in assets across 880 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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