Mcculley Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westchester, IL. Its latest Form ADV filing, dated April 8, 2026, reports $189M in regulatory assets under management, 4 employees, 1 office, and 169 accounts.
Assets Under Management
$189M
Employees
4
Offices
1 office
Total Clients
169
Primary office
WESTCHESTER, IL
2 WESTBROOK CORPORATE CENTER, SUITE 220, WESTCHESTER, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.4% of total clients.
Top client categories% of clientsClients
1
Individuals
70.4%
119
2
Pension Plans
16.6%
28
3
HNWI
13.0%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$189Mas of April 8, 2026
Discretionary53.9%
$102M
54% of total RAUM53.9%
Non-discretionary46.1%
$87M
46% of total RAUM46.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$189M
Total Accounts169
10Y AUM Change+$63M (+50.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee42:1
10Y Employee Change+3 (+300.0%)
* 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.