RIA Intel›Advisers›Arizona›MCCAULEY INVESTMENT ADVISORY, LLC

MCCAULEY INVESTMENT ADVISORY, LLC

Advisory

Data as of Feb 4, 2026 · Source: SEC Form ADV

Average account

$179K

across 91 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients91

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, NM, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

91 clients

1 high-net-worth

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

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