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McCarley & Cook Financial Planners
MCCARLEY & COOK FINANCIAL PLANNERS is an SEC-registered investment adviser in Cincinnati, Ohio, registered since 2022. They manage approximately $169 million...
Overview
MCCARLEY & COOK FINANCIAL PLANNERS is an SEC-registered investment adviser in Cincinnati, Ohio, registered since 2022. They manage approximately $169 million in regulatory assets. The firm has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Year founded
1994
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
Abilene, TX, United States
Additional offices
San Angelo, TX
Principals
David McCarley
President
Ken Cook
Vice President
Sector focus
Frequently asked questions
How does McCarley & Cook source its investment approach?
The firm employs a fee-only, fiduciary model, meaning it does not accept commissions from product sales. Its investment decisions are in-house, informed by financial planning objectives rather than proprietary deal flow (per the firm's official communications).
What investment stages and asset classes does McCarley & Cook typically use?
The firm focuses on liquid securities — mutual funds, ETFs, and individual stocks and bonds — for retirement and educational planning. No venture or private equity stage exposure is publicly documented.
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