MCCORMICK FINANCIAL ADVISORS, LLC

Overview

Mccormick Financial Advisors, LLC is an independent RIA focused on serving individual and family clients with fee-based wealth management and financial planning. The firm operates on a percentage-of-AUM fee model and provides portfolio management and financial planning services targeted at individuals and small businesses. Investment activity is discretionary across the platform, with a clear tilt toward publicly traded equities and exchange-traded strategies as the primary allocation vehicle. Manager allocation interest extends beyond listed markets: the firm uses third‑party alternative managers across a range of strategies, including private equity, hedge funds, private placements, real estate, commodities and oil & gas. The firm is not positioned as an ESG investor and is not registered as a multi‑state adviser or pension consultant; it remains a single-office, individually owned RIA that emphasizes personalized, discretionary portfolio management.

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Public Holdings

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Location & Offices