RIA Intel›Advisers›Tennessee›MCCAY WEALTH ADVISORY LLC

MCCAY WEALTH ADVISORY LLC

Advisory

N·MANCHESTER, TN

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

Total AUM

$495M

1-Year AUM Growth

+14.9%

3-Year CAGR

+20.8%

Employees

5

Assets Under Management

Total AUM$495M

Discretionary AUM$482M

Non-Discretionary AUM$14M

Discretionary %97.3%

Total Clients707

Team

Total Employees5

Investment Advisers10

Employee Growth (1Y)—

Filing History

Total Filings on Record10

First FilingAug 24, 2018

Latest FilingFeb 26, 2026

🔒 Full AUM trend chart and 10 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MCCAY WEALTH ADVISORY LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.