RIA Intel›Advisers›South Carolina›MACAULAY & ASSOCIATES, LLC

MACAULAY & ASSOCIATES, LLC

Advisory

FORT MILL, SC

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in SC

#148

of 188 advisers by AUM

Average account

$241K

across 337 accounts

AUM per adviser

$81M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$81M

Discretionary AUM$80M

Non-Discretionary AUM$1M

Discretionary %98.6%

Total Clients137

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

137 clients

33 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

WOODSIDE, BETH WRIGHT

$81M

CHARLESTON WEALTH ADVISORS, LLC

MOUNT PLEASANT, SC

$81M

AXIO WEALTH MANAGEMENT, INC.

WEST COLUMBIA, SC

$81M

SOUTHPORT CAPITAL INC

$82M

LIGHTHOUSE INVESTMENT ADVISORS,INC.

$80M

PENDLETON STREET ADVISORS, LLC

$83M

Get the full picture on MACAULAY & ASSOCIATES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MACAULAY & ASSOCIATES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans