McCulley Financial Group, LLC
● SEC registered since 2024CRD 154891SEC# 801-129527Westchester, IL
Reg. AUM
$188.7M
Employees
4
Accounts
169
Location
Westchester, IL
McCulley Financial Group, LLC assets under management
McCulley Financial Group, LLC is a registered investment adviser overseen by the SEC based in Westchester, IL. The firm has been registered since 2024. It reports $188.7 million in regulatory assets under management and employs 4 people.
McCulley Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kortney Robert McCulley Control | Managing Member, Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does McCulley Financial Group, LLC manage?
McCulley Financial Group, LLC reports $188.7 million in regulatory assets under management on its Form ADV.
How many employees does McCulley Financial Group, LLC have?
McCulley Financial Group, LLC reports 4 employees.
Where is McCulley Financial Group, LLC located?
McCulley Financial Group, LLC is based in Westchester, IL and has been SEC-registered since 2024.
Does McCulley Financial Group, LLC disclose fund performance?
McCulley Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Westbrook Corporate Center, Suite 220, Westchester, IL 60154 |
| Phone | 312-219-9000 |
| Fax | 312-445-9115 |
| Office hours | 8:30 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$188.7M▲ 23%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$188.7Mregulatory AUM
Discretionary $101.6MNon-discretionary $87.1M