SPRINGBORO, OHCRD 135875Latest ADV February 17, 2026
Mccarthy Wealth & Tax Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Springboro, OH. Its latest Form ADV filing, dated February 17, 2026, reports $202M in regulatory assets under management, 4 employees, and 848 accounts.
Assets Under Management
$202M
Employees
4
Offices
--
Total Clients
272
Primary office
SPRINGBORO, OH
115 SOUTH MAIN STREET, SPRINGBORO, OH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.3% of total clients.
Top client categories% of clientsClients
1
Individuals
81.3%
221
2
HNWI
18.8%
51
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$202Mas of February 17, 2026
Discretionary100.0%
$202M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$202M
Total Accounts848
10Y AUM Change+$69M (+51.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee68:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.