McW Financial, Inc.
● SEC registered since 2021CRD 157609SEC# 801-121337Crescent Springs, KY
Reg. AUM
$160.8M
Employees
3
Accounts
259
Location
Crescent Springs, KY
McW Financial, Inc. assets under management
McW Financial, Inc. is an investment advisory firm registered with the SEC based in Crescent Springs, KY. The firm has been registered since 2021. It reports $160.8 million in regulatory assets under management and employs 3 people.
McW Financial, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Charles Weber Control | President And Chief Compliance Officer | Over 75% | 1997 |
Frequently asked questions
How much does McW Financial, Inc. manage?
McW Financial, Inc. reports $160.8 million in regulatory assets under management on its Form ADV.
How many employees does McW Financial, Inc. have?
McW Financial, Inc. reports 3 employees.
Where is McW Financial, Inc. located?
McW Financial, Inc. is based in Crescent Springs, KY and has been SEC-registered since 2021.
Does McW Financial, Inc. disclose fund performance?
McW Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 634 Buttermilk Pike, Crescent Springs, KY 41017-1302 |
| Phone | (859) 578-2200 |
| Fax | (859) 578-2206 |
| Office hours | 8:00 A.M - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160.8M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$160.8Mregulatory AUM
Discretionary $155.1MNon-discretionary $5.7M