McCarley & Cook Financial Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$167,066,465
Clients
168
Advisors
2
of 2 employees
About
McCarley & Cook provides financial planning and discretionary investment management to individuals, families, and small businesses, delivering both ongoing wealth management engagements and stand‑alone financial planning. The firm manages client assets through accounts held at independent custodians and does not accept physical custody of client funds.
The firm’s investment approach departs from typical model portfolios by applying a modified liability‑driven investing (LDI) framework: a dedicated portfolio for income (cash‑matching individual bonds or CDs held to maturity) designed to cover projected “lifestyle gaps,” alongside a dedicated growth portfolio of low‑cost institutional funds. For clients still in accumulation, McCarley & Cook also uses Modern Portfolio Theory and diversified equity allocations, reflecting the firm’s view of market efficiency.
Noteworthy for a two‑advisor firm, McCarley & Cook manages roughly $169 million in discretionary assets internally after discontinuing the use of an unaffiliated independent manager, and its team includes professionals holding CFP and CFA credentials. The firm participates in Schwab Advisor Services for custody and execution, and is deemed to have constructive custody only in limited circumstances (e.g., fee debits or standing letters of authorization).
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% annually $1,000,001 - $3,000,000: 0.60% annually Greater than $3,000,000+: Negotiable
$200-$500 per hour
Main office
6910 Miami Ave.
Cincinnati OH 45243
Advisors at this office
2
Most active in
Florida · Kentucky · Ohio · Texas
Also doing business as
Mccarley & Cook Financial Planner · Mccarley & Cook Financial Planners · Mccarley & Cook LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Matthew A
CFA®
Cincinnati, OH
McCarley & Cook Financial Planners
Matthew Antenucci is a CFA® charterholder with seven years of industry experience. He currently works at McCarley & Cook Financial Planners and previously spent ten years at HORAN Capital Advisors. McCarley & Cook Financial Planners provides financial planning and discretionary investment management to individuals, families, and small businesses. The firm uses a modified Liability-Driven Investing framework that separates portfolios into cash-matched Dedicated Portfolios for Income and diversification-focused Dedicated Portfolios for Growth.
Christopher C
CFP®, Series 63, Series 65
Cincinnati, OH
McCarley & Cook Financial Planners
Christopher Cook is a CFP® with 17 years of experience in financial planning and investment management. He has worked at McCarley & Cook Financial Planners since 2017 and previously spent a decade at Horan Securities, Inc. Cook serves as a director of the By-The-Hand Foundation, providing advisory support for charitable giving. McCarley & Cook Financial Planners provides financial planning and discretionary investment management to individuals, families, and small businesses. The firm employs a modified liability-driven investing framework alongside diversified growth portfolios, managing client assets through independent custodians without accepting physical custody.
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