MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
CRD #328478 SEC #801-128995 MARYSVILLE, OH 937-644-0351
SEC Registered
Total AUM
$641.8M
Discretionary
$641.8M
Employees
20
Clients
--
Accounts
2,156
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $641.8M | $641.8M | $0 | 20 | 36 |
| Mar 2025 | $641.8M | $641.8M | $0 | 20 | 36 |
| Dec 2024 | $571.4M | $571.4M | $0 | 20 | 36 |
| Oct 2024 | $571.4M | $571.4M | $0 | 20 | 36 |
| Mar 2024 | $571.4M | $571.4M | $0 | 20 | 36 |
DateOct 2025
Total AUM$641.8M
Discretionary$641.8M
Non-Disc.$0
Employees20
Clients36
DateMar 2025
Total AUM$641.8M
Discretionary$641.8M
Non-Disc.$0
Employees20
Clients36
DateDec 2024
Total AUM$571.4M
Discretionary$571.4M
Non-Disc.$0
Employees20
Clients36
DateOct 2024
Total AUM$571.4M
Discretionary$571.4M
Non-Disc.$0
Employees20
Clients36
DateMar 2024
Total AUM$571.4M
Discretionary$571.4M
Non-Disc.$0
Employees20
Clients36