MCCULLEY FINANCIAL GROUP, LLC
Adviser information for MCCULLEY FINANCIAL GROUP, LLC last updated from Form ADV on February 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 123 | $61.5M |
| Non-Discretionary | 26 | $63.7M |
| Total | 149 | $125.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 105 | $14.8M |
| HNW Individuals | 18 | $46.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 26 | $63.7M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-129527 |
|---|---|
| SEC ERA File Number | 801-129527 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 154891 |
| Legal Entity Identifier | None |
Principal Office
2 WESTBROOK CORPORATE CENTERSUITE 220
WESTCHESTER
IL
United States
Monday - Friday, 8:30 - 5:00
Tel: 312-219-9000, Fax: 312-445-9115
Websites
www.linkedin.com/company/mcculley-financial-group
twitter.com/mcculleyfingrp
www.facebook.com/pages/mcculley-financial-group/205141749527735
www.facebook.com/dreamnumber
www.pinterest.com/dreamnumber/
www.yourbiggerfuture.com
www.instagram.com/kortmcculley/?hl=en
www.linkedin.com/company/3202014/
twitter.com/dream_number
twitter.com/kortmcculley?lang=en
www.mcculleycompanies.com
www.mcculleyfinancial.com
www.instagram.com/dreamnumber/?hl=en
www.dreamnumber.io
www.facebook.com/kort.mcculley
www.kortmcculley.com
www.linkedin.com/in/kortmcculley/
Chief Compliance Officer
KORT MCCULLEY
MANAGING MEMBER
2 WESTBROOK CORPORATE CENTER
SUITE 220
WESTCHESTER
IL
United States
Tel:
312-219-9000
Fax:
312-445-9115
K********@********************M
(Full email address available in API data)
Industry Affiliates
| MCCULLEY INSURANCE SERVICES, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCCULLEY, KORTNEY, ROBERT | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 02/2011 | > 75% |