Mccarthy Asset Management, Inc.
Mccarthy Asset Management, Inc. is an SEC-registered wealth manager in Redwood Shores, CA with $422.4M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Mccarthy Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118285, SEC 801-60897, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $422.4M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Redwood Shores, CA
- Employees
- 4
- Clients
- 218
- CRD
- 118285
- Ownership
- MCCARTHY, STEPHEN, PETER; MCCARTHY, STEVE, PETER; ALHORN, WILLIAM, BERTIL; BERTOLUCCI, ANTHONY, JOHN; BULANKOV, ALEXEY
How much AUM does Mccarthy Asset Management, Inc. have?
Mccarthy Asset Management, Inc. reported $422.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Mccarthy Asset Management, Inc.?
Disclosed owners and executives of Mccarthy Asset Management, Inc. include MCCARTHY, STEPHEN, PETER, MCCARTHY, STEVE, PETER, ALHORN, WILLIAM, BERTIL, BERTOLUCCI, ANTHONY, JOHN, BULANKOV, ALEXEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.