MCCARLEY & COOK LLC
Legal name: MCCARLEY & COOK FINANCIAL PLANNERS
CRD #310087 SEC #801-125903 CINCINNATI, OH 513-792-9990
SEC Registered
Total AUM
$141M
Discretionary
$141M
Employees
2
Clients
101
Accounts
612
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $141M | $141M | $0 | 2 | 0 |
| Jan 2024 | $121.3M | $121.3M | $0 | 2 | 0 |
| Jan 2024 | $103.5M | $103.5M | $0 | 2 | 0 |
| Nov 2023 | $103.5M | $103.5M | $0 | 3 | 0 |
| Nov 2023 | $103.5M | $103.5M | $0 | 3 | 0 |
| Mar 2023 | $103.5M | $103.5M | $0 | 2 | 0 |
| May 2022 | $116.6M | $116.6M | $0 | 2 | 0 |
DateMar 2025
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees2
Clients0