Mccarley & Cook Financial Planners
Mccarley & Cook Financial Planners is an SEC-registered wealth manager in Cincinnati, OH with $169.1M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Mccarley & Cook Financial Planners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310087, SEC 801-125903, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $169.1M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Cincinnati, OH
- Employees
- 2
- Clients
- 169
- CRD
- 310087
- Ownership
- COOK, CHRISTOPHER, GEORGE
How much AUM does Mccarley & Cook Financial Planners have?
Mccarley & Cook Financial Planners reported $169.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Mccarley & Cook Financial Planners?
Disclosed owners and executives of Mccarley & Cook Financial Planners include COOK, CHRISTOPHER, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.