Mackay Financial Planning, LLC
Mackay Financial Planning, LLC is an SEC-registered ria in Springfield, MO with $176.0M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Mackay Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169583, SEC 801-132302, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $176.0M (2026-03-27)
- Firm type
- Ria
- Location
- Springfield, MO
- Employees
- 2
- Clients
- 71
- CRD
- 169583
- Ownership
- MACKAY, JAMES, LEWIS; MacKay, Darci
How much AUM does Mackay Financial Planning, LLC have?
Mackay Financial Planning, LLC reported $176.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Mackay Financial Planning, LLC?
Disclosed owners and executives of Mackay Financial Planning, LLC include MACKAY, JAMES, LEWIS, MacKay, Darci. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.