MCCAY WEALTH ADVISORY LLC logo

MCCAY WEALTH ADVISORY LLC

Updated today

Client assets under management

$427,950,398

Clients

859

39% high-net worth

Advisors

5

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

172

Very High

Average account size

$498,196

About

McCay Wealth Advisory, LLC serves primarily individual clients, including high-net-worth households, through a small team of advisors and provides investment advisory and financial planning services. Its offerings include portfolio management (both discretionary and non-discretionary), investment strategy recommendations, and consulting on areas such as risk assessment and estate planning.

The firm tailors advice to clients’ stated objectives, time horizons, and risk tolerances and uses a mix of methods — including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies — to construct and manage portfolios. Clients may impose written restrictions on investments or direct the use of particular broker‑dealers, and the firm recommends ongoing coordination with tax professionals given potential tax implications of its strategies.

Distinctive disclosures in the brochure include a discussion of artificial intelligence and machine learning risks associated with certain service providers and a practice of assigning all client accounts to a single reviewer (the firm’s Chief Compliance Officer) for at least quarterly reviews; the brochure also describes that clients typically receive a one‑time financial plan unless they request additional planning. The firm notes it offers educational seminars or workshops and that some representatives are licensed insurance agents who may offer commissionable products, items prospective clients may consider when comparing firms.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General estate planning guidance Annuities

Fee options

Fixed

$250 to $2,000 per project, negotiated per client

Percentage

Under $1,000,000 - $1,000,000: 1.40% $1,000,001 - $3,000,000: 1.20% $3,000,001+: 1.00%

Project-based

$250 - $500 per hour depending on negotiation

Main office location

MCCAY WEALTH ADVISORY LLC

624 N Woodland Street

Manchester TN 37355, United States

Number of offices

2

Most active in

Louisiana · Missouri · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Genesis B

Series 65

Manchester, TN

MCCAY WEALTH ADVISORY LLC

Genesis Botello is a financial advisor at McCay Wealth Advisory LLC in Manchester, TN, holding a Series 65 credential with two years of industry experience. Prior to joining McCay Wealth Advisory, Botello’s background includes roles in education and various positions in retail and service industries. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client time horizons, risk tolerance, and investment goals, and is noted for offering educational seminars and workshops in addition to its investment services.

General estate planning guidance Annuities
user avatar

Hayden P

Series 65

Manchester, TN

MCCAY WEALTH ADVISORY LLC

Hayden Proffitt is a financial advisor at McCay Wealth Advisory LLC with a Series 65 designation and two years of industry experience. Prior to joining McCay Wealth Advisory in 2023, he worked at the Hospital Corporation of America and LBMC. McCay Wealth Advisory serves primarily individual clients, including high-net-worth households, offering discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client objectives and provides educational seminars and workshops, which is uncommon among peer firms.

General estate planning guidance Annuities
user avatar

Brent M

Series 66

Manchester, TN

MCCAY WEALTH ADVISORY LLC

Brent McCay is a financial advisor with McCay Wealth Advisory LLC, holding a Series 66 designation and 19 years of industry experience. He worked at Wells Fargo Advisors from 2011 to 2017 before joining McCay Wealth Advisory in 2017. Outside of advising, he is a notary public. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client objectives and offers educational seminars and workshops, which is uncommon among similar team firms.

General estate planning guidance Annuities
user avatar

Bradley C

Series 65

Manchester, TN

MCCAY WEALTH ADVISORY LLC

Bradley Covert is a financial advisor at McCay Wealth Advisory LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Bankpak and the Viola Pizza Company. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on clients’ time horizons, risk tolerance, and goals, and offers educational seminars and workshops that are uncommon among similar teams.

General estate planning guidance Annuities
user avatar

Emily M

Series 65

Manchester, TN

MCCAY WEALTH ADVISORY LLC

Emily McCay is a financial advisor at McCay Wealth Advisory LLC in Manchester, TN, holding a Series 65 designation with eight years of industry experience. She has been with McCay Wealth Advisory since 2013. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client-specific factors and offers educational seminars and workshops, which distinguishes it among similar team-based advisory firms.

General estate planning guidance Annuities
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