MANCHESTER, TNCRD 286503Latest ADV February 26, 2026
Mccay Wealth Advisory LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Manchester, TN. Its latest Form ADV filing, dated February 26, 2026, reports $495M in regulatory assets under management, 10 employees, 1 office, and 880 accounts.
Assets Under Management
$495M
Employees
10
Offices
1 office
Total Clients
876
Primary office
MANCHESTER, TN
624 N WOODLAND STREET, MANCHESTER, TN, 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 60.3% of total clients.
Top client categories% of clientsClients
1
Individuals
60.3%
528
2
HNWI
37.8%
331
3
Pension Plans
1.0%
9
4
Charitable
0.9%
8
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$495Mas of February 26, 2026
Discretionary97.3%
$482M
97% of total RAUM97.3%
Non-discretionary2.7%
$14M
3% of total RAUM2.7%
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$495M
Total Accounts880
10Y AUM Change+$383M (+341.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee88:1
10Y Employee Change+8 (+400.0%)
* 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.