RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Tennessee
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 5, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CASEY, EMILY, SUZANNEICHIEF COMPLIANCE OFFICERNA Control
CASEY, EMILY, SUZANNEICHIEF COMPLIANCE OFFICERNA Control
CASEY, EMILY, SUZANNEICCONA Control
CASEY, EMILY, SUZANNEICCONA Control
MCCAY, EMILY, SUZANNEICCONA Control
MCCAY, EMILY, SUZANNEICCONA Control
MCCAY, EMILY, SUZANNEICCONA Control
MCCAY, EMILY, SUZANNEICCONA Control
MCCAY, BRENT, ALANIMANAGING PRINCIPALE Control
MCCAY, BRENT, ALANIMANAGING PRINCIPALE Control
MCCAY, BRENT, ALANIMANAGING PRINCIPAL / CCOE Control
MCCAY, BRENT, ALANIMANAGING PRINCIPAL / CCOE Control
MCCAY, BRENT, ALANIMANAGING PRINCIPAL / CCOE Control
MCCAY, BRENT, ALANIMANAGING PRINCIPALE Control
MCCAY, BRENT, ALANIMANAGING PRINCIPALE Control
MCCAY, BRENT, ALANIMANAGING PRINCIPALE Control
MCCAY, BRENT, ALANIMANAGING PRINCIPALE Control
MCCAY, BRENT, ALANIMANAGING PRINCIPALE Control
MCCAY, BRENT, ALANIMANAGING PRINCIPALE Control

Registrations

Federal

IA
Feb 5, 2025 REGISTERED

Notice Filings (4)

LA MO TN TX

Address

624 N WOODLAND STREET
MANCHESTER, TN 37355
United States
Phone: 931-728-2130