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MCCAY WEALTH ADVISORY LLC

MANCHESTER, TN · CRD 286503 · IAPD ↗ · mccaywealth.com · 931-728-2130

$495.4MRegulatory AUM
5Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — MCCAY WEALTH ADVISORY LLC reported RAUM up 29% ($384.6M -> $495.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2025 — MCCAY WEALTH ADVISORY LLC reported RAUM up 35% ($284.4M -> $384.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
March 2024 — MCCAY WEALTH ADVISORY LLC grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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