RIA Intel›Advisers›Montana›MCCORMICK FINANCIAL ADVISORS, LLC

MCCORMICK FINANCIAL ADVISORS, LLC

Advisory

MT

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in MT
#30
of 36 advisers by AUM
Average account
$482K
across 176 accounts
AUM per adviser
$85M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$85M
Discretionary %
100%
Clients
52
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$85M
Discretionary AUM$85M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients52
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MT

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

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+9.5% 1Y
ARKELL ASSET MANAGEMENT, LLC
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$75M
MONTEITH WEALTH, LLC.
BOZEMAN, MT
$74M
BERGEN PARK CAPITAL MANAGEMENT, LLC
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$99M
+24.6% 1Y
NORTHFORK FINANCIAL LLC
BOZEMAN, MT
$108M

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