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McCarley & Cook Financial Planners
McCarley & Cook Financial Planners was established in 1994 by David McCarley and Ken Cook as a fee-only registered investment advisor.
McCarley & Cook Financial Planners
McCarley & Cook Financial Planners was established in 1994 by David McCarley and Ken Cook as a fee-only registered investment advisor. The firm serves clients from offices in Abilene and San Angelo, Texas, focusing on comprehensive financial planning rather than product sales. Its two founding principals remain active in client relationships. The firm's investment approach centers on portfolio allocation across mutual funds, ETFs, and individual securities, tailored to clients' retirement and education goals. It does not publicly disclose specific portfolio companies or direct investments. The geographic footprint is limited to West Texas, with no known international presence. The advisory team consists of four professionals, including the two founders. No recent operational events are publicly documented. The firm maintains no disclosed philanthropic vehicles or adjacent operating businesses. McCarley & Cook operates as a classic independent RIA with a fiduciary commitment to fee-only advice, distinguishing it from commission-based brokerages. Its small-team structure keeps decision-making with the founders, but succession and growth plans are not publicly outlined.
General information
Firm type
RIA
Year founded
1994
AUM
Under $250 million (Altss estimate)
Location
Region
North America
Country
United States
City
Abilene
Corporate office
Abilene, TX, United States
Additional offices
San Angelo, TX
Principals
David McCarley
President
Ken Cook
Vice President
Sector focus
Frequently asked questions
Who runs investment decisions at McCarley & Cook Financial Planners?
David McCarley, as President, and Ken Cook, as Vice President, both appear to oversee investment strategy. The firm does not publicly designate a separate CIO. Client portfolios are managed internally with allocations to mutual funds, ETFs, and individual securities (per public record).
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).
Is McCarley & Cook structured as a single-family office?
No. McCarley & Cook is a registered investment advisor serving multiple unrelated clients — its structure is that of an independent RIA, not a single-family or multi-family office.
Does McCarley & Cook participate in direct investments or co-investments?
The firm does not publicly disclose any direct private equity or co-investment activity. Its public-facing practice is limited to traditional portfolio allocation for client accounts (per public record).
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.
Where does the underlying wealth come from for McCarley & Cook clients?
The firm does not disclose client wealth origins. Its client base appears to consist of individuals, families, and small businesses in West Texas, based on office locations.
Does McCarley & Cook maintain philanthropic structures?
There is no public evidence of a separate philanthropic foundation connected to McCarley & Cook. The firm's advisory work does not include charitable vehicle management as a distinct service line.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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