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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COOK, CHRISTOPHER, GEORGE | I | MANAGING MEMBER AND CCO | E | Control |
| COOK, CHRISTOPHER, GEORGE | I | MANAGING MEMBER AND CCO | E | Control |
| COOK, CHRISTOPHER, GEORGE | I | MANAGING MEMBER AND CCO | E | Control |
| COOK, CHRISTOPHER, GEORGE | I | MANAGING MEMBER AND CCO | E | Control |
| COOK, CHRISTOPHER, GEORGE | I | MANAGING MEMBER AND CCO | E | Control |
| COOK, CHRISTOPHER, GEORGE | I | MANAGING MEMBER AND CCO | E | Control |
| COOK, CHRISTOPHER, GEORGE | I | MANAGING MEMBER AND CCO | E | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (1)
OH
Address
6910 MIAMI AVE.CINCINNATI, OH 45243
United States
Phone: 513-792-9990