Mccarthy & Cox Retirement & Estate Specialists LLC
Mccarthy & Cox Retirement & Estate Specialists LLC is an SEC-registered ria in Marysville, OH with $112.8M assets under management (AUM, regulatory AUM), -82% over one year. See who owns Mccarthy & Cox Retirement & Estate Specialists LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328478, SEC 801-128995, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $112.8M (2026-03-31)
- Firm type
- Ria
- Location
- Marysville, OH
- Employees
- 20
- CRD
- 328478
- Ownership
- COLLINS, MEGAN, MCCARTHY; MCCARTHY, THOMAS, ALLEN; FINNEY, MARK, ROBERT; COX, JAMES, B; DALTON, TONY, EDWARD
How much AUM does Mccarthy & Cox Retirement & Estate Specialists LLC have?
Mccarthy & Cox Retirement & Estate Specialists LLC reported $112.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Mccarthy & Cox Retirement & Estate Specialists LLC?
Disclosed owners and executives of Mccarthy & Cox Retirement & Estate Specialists LLC include COLLINS, MEGAN, MCCARTHY, MCCARTHY, THOMAS, ALLEN, FINNEY, MARK, ROBERT, COX, JAMES, B, DALTON, TONY, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.