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MCCARTHY CAPITAL

1601 Dodge Street
Suite 3800
Omaha, Nebraska 68102
Tel: 402-932-8600

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About MCCARTHY CAPITAL

MCCARTHY CAPITAL, formally registered with the SEC as MCCARTHY CAPITAL. The firm was established in 09/23/2011. They have over 2 offices throughout the country.

MCCARTHY CAPITAL is a Omaha, Nebraska based Financial Planning firm with nearly $4,030,326,449 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158782
SEC#801-72709
Assets Managed by Firm$4,030,326,449
No. of Clients12
No. of Advisors29

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total12$4,030,326,449

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