MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC

127 W. 5th Street
Marysville, Ohio 43040
Tel: 937-644-0351

About MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC, formally registered with the SEC as MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC. The firm was established in 03/04/2024. They have over 2 offices throughout the country.

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC is a Marysville, Ohio based Financial Planning firm with nearly $641,806,550 assets under management, offering retirement planning & investment advisory services to 2156 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328478
SEC#	801-128995
Assets Managed by Firm	$641,806,550
No. of Clients	2156
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PORTION OF EXPENSE RATIO FEE FROM EXCHANGE TRADED FUND)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2156	$641,806,550
Individuals (other than high net worth individuals)	784	$343,029,575
High net worth individuals	177	$294,431,369
Pension and profit sharing plans	2	$1,212,943
Charitable organizations	2	$1,045,972
Corporations or other businesses	5	$2,086,691

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