← Tributary

MCCARTHY WEALTH & TAX ADVISORS

SPRINGBORO, OH · CRD 135875 · IAPD ↗ · mccarthywealth.com · 937-748-4765

$202.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — MCCARTHY WEALTH & TAX ADVISORS reported RAUM up 32% ($153.0M -> $202.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2024 — MCCARTHY WEALTH & TAX ADVISORS (SPRINGBORO, OH) is newly SEC-registered with $133.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.