MCCARTHY ASSET MANAGEMENT, INC.
CRD #118285 SEC #801-60897 REDWOOD SHORES, CA (650) 610-9540
SEC Registered
Total AUM
$377.9M
Discretionary
$377.9M
Employees
4
Clients
51
Accounts
829
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $377.9M | $377.9M | $0 | 4 | 0 |
| Mar 2025 | $377.9M | $377.9M | $0 | 4 | 0 |
| Mar 2024 | $366.2M | $366.2M | $0 | 4 | 0 |
| Dec 2023 | $326.1M | $326.1M | $0 | 4 | 0 |
| Oct 2023 | $326.1M | $326.1M | $0 | 4 | 0 |
| Feb 2023 | $326.1M | $326.1M | $0 | 4 | 0 |
| Oct 2022 | $374M | $374M | $0 | 4 | 0 |
| Feb 2022 | $374M | $374M | $0 | 4 | 0 |
| Feb 2021 | $330.3M | $330.3M | $0 | 4 | 0 |
| Jul 2020 | $291.9M | $291.9M | $0 | 5 | 0 |
| Jul 2020 | $291.9M | $291.9M | $0 | 5 | 0 |
| Feb 2020 | $291.9M | $291.9M | $0 | 5 | 0 |
| Feb 2020 | $291.9M | $291.9M | $0 | 5 | 0 |
| Jan 2020 | $291.9M | $291.9M | $0 | 5 | 0 |
| Jan 2020 | $248.5M | $248.5M | $0 | 5 | 0 |
| Feb 2019 | $248.5M | $248.5M | $0 | 5 | 0 |
| Feb 2018 | $262.6M | $262.6M | $0 | 5 | 0 |
| Mar 2017 | $225.4M | $225.4M | $0 | 5 | 200 |
| Jan 2017 | $225.4M | $225.4M | $0 | 5 | 200 |
| Feb 2016 | $214.1M | $214.1M | $0 | 4 | 200 |
| Jan 2015 | $215.4M | $215.4M | $0 | 4 | 200 |
| Jun 2014 | $173M | $173M | $0 | 4 | 200 |
| Mar 2014 | $173M | $173M | $0 | 4 | 200 |
| Feb 2014 | $173M | $173M | $0 | 4 | 200 |
| May 2013 | $136.8M | $136.8M | $0 | 4 | 200 |
| Apr 2013 | $136.8M | $136.8M | $0 | 4 | 200 |
| Feb 2013 | $140.4M | $140.4M | $0 | 4 | 200 |
| Dec 2012 | $120.6M | $120.6M | $0 | 4 | 200 |
| May 2012 | $120.6M | $120.6M | $0 | 1 | 200 |
| Mar 2012 | $120.6M | $120.6M | $0 | 1 | 200 |
| Nov 2011 | $117.6M | $117.6M | $0 | 1 | 101 |
| Apr 2011 | $117.6M | $117.6M | $0 | 5 | -- |
| Mar 2011 | $117.6M | $117.6M | $0 | 5 | -- |
| Feb 2009 | $82.8M | $82.8M | $0 | 5 | -- |
| Jan 2008 | $124.2M | $124.2M | $0 | 5 | -- |
| Jan 2007 | $111.8M | $111.8M | $0 | 5 | -- |
| Feb 2006 | $90.5M | $90.5M | $0 | 5 | -- |
| Nov 2005 | $77M | $77M | $0 | 5 | -- |
| Jan 2005 | $77M | $77M | $0 | 5 | -- |
DateMar 2025
Total AUM$377.9M
Discretionary$377.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$377.9M
Discretionary$377.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$366.2M
Discretionary$366.2M
Non-Disc.$0
Employees4
Clients0
DateDec 2023
Total AUM$326.1M
Discretionary$326.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$326.1M
Discretionary$326.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$326.1M
Discretionary$326.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$330.3M
Discretionary$330.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$291.9M
Discretionary$291.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$291.9M
Discretionary$291.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$291.9M
Discretionary$291.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$291.9M
Discretionary$291.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$291.9M
Discretionary$291.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$248.5M
Discretionary$248.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$248.5M
Discretionary$248.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$262.6M
Discretionary$262.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$225.4M
Discretionary$225.4M
Non-Disc.$0
Employees5
Clients200
DateJan 2017
Total AUM$225.4M
Discretionary$225.4M
Non-Disc.$0
Employees5
Clients200
DateFeb 2016
Total AUM$214.1M
Discretionary$214.1M
Non-Disc.$0
Employees4
Clients200
DateJan 2015
Total AUM$215.4M
Discretionary$215.4M
Non-Disc.$0
Employees4
Clients200
DateJun 2014
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees4
Clients200
DateFeb 2014
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees4
Clients200
DateMay 2013
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees4
Clients200
DateApr 2013
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees4
Clients200
DateFeb 2013
Total AUM$140.4M
Discretionary$140.4M
Non-Disc.$0
Employees4
Clients200
DateDec 2012
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees4
Clients200
DateMay 2012
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees1
Clients200
DateNov 2011
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees1
Clients101
DateApr 2011
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$82.8M
Discretionary$82.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees5
Clients--