McKay Wealth Management Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$52,875,535
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
77
48% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
77
Very HighAverage account size
$686,695
About
McKay Wealth Management Group LLC provides portfolio management and financial planning to individual and high‑net‑worth clients, as well as to trusts, businesses, and other entities. The firm offers ongoing discretionary portfolio management, customized financial plans, and uses Orion for risk assessment and ongoing portfolio monitoring; it reports no formal account minimums.
The firm’s investment approach combines fundamental and technical analysis within a modern portfolio theory framework and may employ both long‑ and short‑term trading and model portfolios, typically under discretionary authority. For applicable accounts McKay Wealth engages Townsquare Capital, LLC as an outsourced chief investment officer in a collaborative OCIO role to assist with asset allocation, model development, trading, tax-related services, and custom indexing, while McKay Wealth retains ultimate fiduciary responsibility.
Notable distinctions include that the firm’s principal is a licensed insurance agent affiliated with Signal Advisors and may recommend and facilitate annuities and other insurance products that generate commission compensation, with documented suitability reviews and disclosures to address the conflict. The brochure also discloses ancillary economic benefits received from the OCIO (for example, event sponsorship and educational support) and participation in Charles Schwab’s institutional programs, while generally requiring clients to custody assets at Charles Schwab.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Annuities
Fee options
Fixed fees for financial planning between $3,000 and $6,000
1.50%
Commission-based compensation received by Matthew McKay, the principal, as a licensed insurance agent for insurance and annuity products; specific commission amounts vary by product and carrier and are not charged directly to clients.
Main office location
McKay Wealth Management Group LLC
2920 W Broad St, Suite 208
Richmond VA 23230, United States
Number of offices
1
Most active in
McKay Wealth Management Group LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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