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MCCARLEY & COOK FINANCIAL PLANNERS

CINCINNATI, OH · CRD 310087 · IAPD ↗ · 513-792-9990

$169.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
February 2026 — MCCARLEY & COOK FINANCIAL PLANNERS notice-filed in FL, KY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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