Active
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
Investment Advice|MARYSVILLE, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$641.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 641.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 328478 |
| SEC Number | 801-128995 |
| Street Address | 127 W. 5TH STREET |
| Location | MARYSVILLE, OH 43040 |
| Country | United States |
| Phone | 937-644-0351 |
| Fax | 937-644-0356 |
| Total Employees | 20 |
Client Count by Type (971 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 784 |
| High Net Worth Individual… | 177 |
| Corporations/Businesses | 5 |
| Pension/Profit Sharing Pl… | 2 |
| Charitable Organizations | 2 |
| Investment Companies | 1 |
Community Partners
TOWNSHIP OF DOVER
TOWNSHIP OF JACKSON
TOWNSHIP OF LIBERTY
TOWNSHIP OF UNION
TOWNSHIP OF WASHINGTON
TOWNSHIP OF YORK
VILLAGE OF MILFORD CENTER
TOWNSHIP OF DOVER
TOWNSHIP OF JACKSON
TOWNSHIP OF LIBERTY
TOWNSHIP OF UNION
TOWNSHIP OF WASHINGTON
TOWNSHIP OF YORK
VILLAGE OF MILFORD CENTER
TOWNSHIP OF DOVER
TOWNSHIP OF JACKSON
TOWNSHIP OF LIBERTY
TOWNSHIP OF UNION
TOWNSHIP OF WASHINGTON
TOWNSHIP OF YORK
VILLAGE OF MILFORD CENTER
Municipal Government
7 Active
7
Organizations
NORTHWESTERN JOINT FIRE DISTRICT
UNION COUNTY AIRPORT AUTHORITY
NORTHWESTERN JOINT FIRE DISTRICT
UNION COUNTY AIRPORT AUTHORITY
NORTHWESTERN JOINT FIRE DISTRICT
UNION COUNTY AIRPORT AUTHORITY
Special District
2 Active
2
Organizations
UNION COUNTY COUNCIL OF GOVERNMENTS
UNION COUNTY COUNCIL OF GOVERNMENTS
UNION COUNTY COUNCIL OF GOVERNMENTS
School District
1 Active
1
Organizations
184 MISSIONS
1 FOKUS
3484 BOOSTERS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ACCESS MANAGERS OF SOUTHEASTERN AND CENTRAL OHIO
ALL BREED RESCUE
ALLEN TOWNSHIP
ALLEN TWP FIREFIGHTERS ASSOCIATION INC
ALL OHIO BALLOON FESTIVAL INC
ALPHA DELTA KAPPA SORORITY INC
AMERCIAN LEGION
AMERICAN CHEMICAL SOCIETY
184 MISSIONS
1 FOKUS
3484 BOOSTERS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ACCESS MANAGERS OF SOUTHEASTERN AND CENTRAL OHIO
ALL BREED RESCUE
ALLEN TOWNSHIP
ALLEN TWP FIREFIGHTERS ASSOCIATION INC
ALL OHIO BALLOON FESTIVAL INC
ALPHA DELTA KAPPA SORORITY INC
AMERCIAN LEGION
AMERICAN CHEMICAL SOCIETY
184 MISSIONS
1 FOKUS
3484 BOOSTERS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ACCESS MANAGERS OF SOUTHEASTERN AND CENTRAL OHIO
ALL BREED RESCUE
ALLEN TOWNSHIP
ALLEN TWP FIREFIGHTERS ASSOCIATION INC
ALL OHIO BALLOON FESTIVAL INC
ALPHA DELTA KAPPA SORORITY INC
AMERCIAN LEGION
AMERICAN CHEMICAL SOCIETY
Nonprofit Organization
358 Active
358
Organizations
Community Partners60 organizations
TOWNSHIP OF DOVER
Municipal Government·MARYSVILLE
TOWNSHIP OF JACKSON
Municipal Government·RICHWOOD
TOWNSHIP OF UNION
Municipal Government·MILFORD CENTER
TOWNSHIP OF WASHINGTON
Municipal Government·WEST MANSFIELD
TOWNSHIP OF YORK
Municipal Government·WEST MANSFIELD
VILLAGE OF MILFORD CENTER
Municipal Government·MILFORD CENTER
NORTHWESTERN JOINT FIRE DISTRICT
Special District·RAYMOND
UNION COUNTY AIRPORT AUTHORITY
Special District·MARYSVILLE
UNION COUNTY COUNCIL OF GOVERNMENTS
School District·MARYSVILLE
184 MISSIONS
Nonprofit Organization·MARYSVILLE
1 FOKUS
Nonprofit Organization·Marysville
3484 BOOSTERS
Nonprofit Organization·Marysville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Marysville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Richwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Richwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Marysville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Marysville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Milford Center
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Marysville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Raymond
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·West Mansfield
ACCESS MANAGERS OF SOUTHEASTERN AND CENTRAL OHIO
Nonprofit Organization·Marysville
ALL BREED RESCUE
Nonprofit Organization·Raymond
ALLEN TOWNSHIP
Nonprofit Organization·MARYSVILLE
ALLEN TWP FIREFIGHTERS ASSOCIATION INC
Nonprofit Organization·Marysville
ALL OHIO BALLOON FESTIVAL INC
Nonprofit Organization·MARYSVILLE
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·MARYSVILLE
AMERCIAN LEGION
Nonprofit Organization·Richwood
AMERICAN CHEMICAL SOCIETY
Nonprofit Organization·Marysville
AMERICAN LEGION
Nonprofit Organization·Marysville
AMERICAN LEGION
Nonprofit Organization·WEST MANSFIELD
AMERICAN LEGION AUXILLARY UNION UNIT 79
Nonprofit Organization·Marysville
AMERICAN VOTER PROJECT INC
Nonprofit Organization·Marysville
AMVETS
Nonprofit Organization·Marysville
ANIMAL CRUELTY TASKFORCE OF OHIO
Nonprofit Organization·Marysville
ARCH BISHOP FULTON J SHEEN ASSEMBLY 3157
Nonprofit Organization·Milford Center
AUTUMN RIDGE HOMEOWNERS ASSOCIATION CO
Nonprofit Organization·Marysville
BELLEPOINT RESCUE FARM INC
Nonprofit Organization·Marysville
Benevolent & Protective Order of Elks Lo
Nonprofit Organization·Marysville
BEN LOGAN SUMMER BASEBALL ASSOCIATION
Nonprofit Organization·west mansfield
BERNYS EQUINE SAFE HOME SANCTUARY
Nonprofit Organization·Marysville
BKP EMPLOYEE ASSOCIATION INC
Nonprofit Organization·Marysville
BLUE STAR MOTHERS OF AMERICA INC
Nonprofit Organization·Marysville
BORDER TERRIER CLUB OF CENTRAL OHIO
Nonprofit Organization·Marysville
BRIDGES COMMUNITY ACTION PARTNERSHIP
Nonprofit Organization·MARYSVILLE
BUCKEYE FAMILY CHARITY
Nonprofit Organization·MARYSVILLE
BUNSOLD MONARCH ATHLETIC ASSOCIATIO
Nonprofit Organization·MARYSVILLE
CAMP UNION
Nonprofit Organization·West Mansfield
CARE TRAIN OF UNION COUNTY
Nonprofit Organization·MARYSVILLE
CARING NEIGHBORS FOOD PANTRY
Nonprofit Organization·West Mansfield
CENTRAL OHIO AZURE USER GROUP INC
Nonprofit Organization·Marysville
CENTRAL OHIO BICYCLE RACING
Nonprofit Organization·MARYSVILLE
CENTRAL OHIO TRACTOR PULLERS ASSOC
Nonprofit Organization·RICHWOOD
CENTRAL OHIO YOUTH BASEBALL AND SOFTBALL ACADEMY
Nonprofit Organization·Marysville
CENTRAL OHIO YOUTH SPORTS ASSOCIATION INC
Nonprofit Organization·MARYSVILLE
CHAPEL HILL HOUSE INC
Nonprofit Organization·Richwood
CHARITABLE GRANTS INC
Nonprofit Organization·Marysville
CHILD ASSAULT PREVENTION PROJECT OF UNION COUNTY INC
Nonprofit Organization·Marysville
CLOUDDEVELOP CONFERENCE
Nonprofit Organization·Marysville