MCCAY WEALTH ADVISORY LLC
CRD #286503 SEC #801-114039 MANCHESTER, TN 931-728-2130
SEC Registered
Total AUM
$384.6M
Discretionary
$384.6M
Employees
9
Clients
0
Accounts
2,356
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $384.6M | $384.6M | $0 | 9 | 0 |
| Feb 2024 | $284.4M | $276.7M | $7.7M | 9 | 0 |
| Feb 2023 | $247.5M | $244.2M | $3.3M | 7 | 0 |
| Apr 2022 | $195.6M | $194M | $1.5M | 6 | 0 |
| Feb 2022 | $195.6M | $194M | $1.5M | 6 | 0 |
| Feb 2021 | $160.6M | $157.5M | $3.1M | 4 | 0 |
| Jun 2020 | $131.8M | $121.7M | $10.1M | 4 | 0 |
| Mar 2020 | $131.8M | $121.7M | $10.1M | 4 | 0 |
| Nov 2019 | $107.3M | $96.6M | $10.7M | 6 | 0 |
| Feb 2019 | $107.3M | $96.6M | $10.7M | 6 | 0 |
| Aug 2018 | $112.2M | $99.5M | $12.8M | 2 | 0 |
DateFeb 2025
Total AUM$384.6M
Discretionary$384.6M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$284.4M
Discretionary$276.7M
Non-Disc.$7.7M
Employees9
Clients0
DateFeb 2023
Total AUM$247.5M
Discretionary$244.2M
Non-Disc.$3.3M
Employees7
Clients0
DateApr 2022
Total AUM$195.6M
Discretionary$194M
Non-Disc.$1.5M
Employees6
Clients0
DateFeb 2022
Total AUM$195.6M
Discretionary$194M
Non-Disc.$1.5M
Employees6
Clients0
DateFeb 2021
Total AUM$160.6M
Discretionary$157.5M
Non-Disc.$3.1M
Employees4
Clients0
DateJun 2020
Total AUM$131.8M
Discretionary$121.7M
Non-Disc.$10.1M
Employees4
Clients0
DateMar 2020
Total AUM$131.8M
Discretionary$121.7M
Non-Disc.$10.1M
Employees4
Clients0
DateNov 2019
Total AUM$107.3M
Discretionary$96.6M
Non-Disc.$10.7M
Employees6
Clients0
DateFeb 2019
Total AUM$107.3M
Discretionary$96.6M
Non-Disc.$10.7M
Employees6
Clients0
DateAug 2018
Total AUM$112.2M
Discretionary$99.5M
Non-Disc.$12.8M
Employees2
Clients0