Jim MacKay Financial Planning, LLC
● SEC registered since 2025CRD 169583SEC# 801-132302Springfield, MO
Reg. AUM
$176M
Employees
2
Accounts
384
Location
Springfield, MO
Jim MacKay Financial Planning, LLC assets under management
Jim MacKay Financial Planning, LLC is a registered investment adviser overseen by the SEC based in Springfield, MO. The firm has been registered since 2025. It reports $176 million in regulatory assets under management and employs 2 people.
Jim MacKay Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darci MacKay | Non-Member Manager | Under 5% | 2018 |
| James Lewis MacKay Control | Managing Member/Cco | Over 75% | 2013 |
Frequently asked questions
How much does Jim MacKay Financial Planning, LLC manage?
Jim MacKay Financial Planning, LLC reports $176 million in regulatory assets under management on its Form ADV.
How many employees does Jim MacKay Financial Planning, LLC have?
Jim MacKay Financial Planning, LLC reports 2 employees.
Where is Jim MacKay Financial Planning, LLC located?
Jim MacKay Financial Planning, LLC is based in Springfield, MO and has been SEC-registered since 2025.
Does Jim MacKay Financial Planning, LLC disclose fund performance?
Jim MacKay Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2142 W. Chesterfield Blvd, E201, Springfield, MO 65807 |
| Phone | 417-268-9191 |
| Fax | 417-553-4060 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$176M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$176Mregulatory AUM
Discretionary $164.5MNon-discretionary $11.6M