MCCAY WEALTH ADVISORY LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$427,950,398
Clients
859
Advisors
5
of 10 employees
About
McCay Wealth Advisory, LLC serves primarily individual clients, including high-net-worth households, through a small team of advisors and provides investment advisory and financial planning services. Its offerings include portfolio management (both discretionary and non-discretionary), investment strategy recommendations, and consulting on areas such as risk assessment and estate planning.
The firm tailors advice to clients’ stated objectives, time horizons, and risk tolerances and uses a mix of methods — including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies — to construct and manage portfolios. Clients may impose written restrictions on investments or direct the use of particular broker‑dealers, and the firm recommends ongoing coordination with tax professionals given potential tax implications of its strategies.
Distinctive disclosures in the brochure include a discussion of artificial intelligence and machine learning risks associated with certain service providers and a practice of assigning all client accounts to a single reviewer (the firm’s Chief Compliance Officer) for at least quarterly reviews; the brochure also describes that clients typically receive a one‑time financial plan unless they request additional planning. The firm notes it offers educational seminars or workshops and that some representatives are licensed insurance agents who may offer commissionable products, items prospective clients may consider when comparing firms.
Client services
Expertise
Fee options
$250 to $2,000 per project, negotiated per client
Under $1,000,000 - $1,000,000: 1.40% $1,000,001 - $3,000,000: 1.20% $3,000,001+: 1.00%
$250 - $500 per hour depending on negotiation
Main office
624 N Woodland Street
Manchester TN 37355
Advisors at this office
5
Most active in
Louisiana · Missouri · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Advisors at this firm
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