Mccauley Investment Advisory, LLC

Overview

Mccauley Investment Advisory, LLC is a small, privately owned RIA that manages concentrated, equity-focused portfolios for individuals and families. The firm is structured as an LLC and acts as a capital allocator: its advisory work centers on discretionary portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fee arrangements are mixed — percentage of AUM, fixed fees and other fee types are used depending on the client engagement. Investment activity skews heavily toward exchange-traded equities and ETFs, with equities clearly the preferred asset class. The firm also deploys third‑party managers and product wrappers (mutual funds and annuities) where appropriate, and it uses external fund managers for alternative allocations. Mccauley Investment Advisory is not an active ESG investor and does not operate as a multi‑state adviser. Industry ties include an affiliation with an insurance company, which is consistent with its use of annuities among client solutions.

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Public Holdings

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Location & Offices