MCCARTHY CAPITAL

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

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 Status	Approved
Firm CRD#	158782
SEC#	801-72709
Assets Managed by Firm	$4,030,326,449
No. of Clients	12
No. of Advisors	29

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 Clients	AUM
Firm Total	12	$4,030,326,449

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