MCCAY WEALTH ADVISORY LLC

CRD 286503File 801-114039

APPROVED

Retail clients

Custody

Filing as of Feb 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$495.4M

Above cohort median (national)

Discretionary AUM

$481.8M

Non-discretionary $13.6M

Clients

876

880 accounts

Employees

Above cohort median in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Sep 24, 2018
Principal office: 624 N WOODLAND STREET, MANCHESTER, TN, 37355
Phone: 931-728-2130
Website: HTTP://WWW.MCCAYWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $495.4M
Discretionary AUM: $481.8M
Non-discretionary AUM: $13.6M
Discretionary accounts: 878
Non-discretionary accounts: 2
Total accounts: 880
AUM per client: $566K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$5.6M
Charitable organizations	8	$39.1M
High net worth individuals	331	$295.6M
Pension and profit sharing plans	9	$22.8M
Individuals (other than high net worth individuals)	528	$132.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.