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MCILRATH & ECK, LLC
CRD 145252File 801-70488
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.36B
Above cohort median (national)
Discretionary AUM
$1.36B
Clients
1,287
4,037 accounts
Employees
19
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 18, 2009
- Principal office
- 3325 SMOKEY POINT DRIVE, SUITE 201, ARLINGTON, WA, 98223
- Phone
- (360) 657-8600
- Website
- https://www.mcilratheck.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.36B
- Discretionary AUM
- $1.36B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,037
- Non-discretionary accounts
- 0
- Total accounts
- 4,037
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $60K |
| High net worth individuals | 417 | $988.6M |
| Individuals (other than high net worth individuals) | 870 | $376.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,094 | 1,287 | increased by193 |
| Apr 1, 2026 | AUM | $1,059,805,672 | $1,364,902,010 | increased by$305,096,338 |
| Apr 1, 2026 | Accounts | 1,203 | 4,037 | increased by2,834 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 19 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 872 | 1,094 | increased by222 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $645,376,243 | $1,059,805,672 | increased by$414,429,429 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,588 | 1,203 | decreased by1,385 |
| Apr 1, 2022 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2022 | Clients | 811 | 872 | increased by61 |
| Apr 1, 2022 | AUM | $501,039,323 | $645,376,243 | increased by$144,336,920 |
| Apr 1, 2022 | Accounts | 2,341 | 2,588 | increased by247 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MCILRATH ECK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MCILRATH ECK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.