# McCarley & Cook Financial Planners

McCarley & Cook Financial Planners is a RIA based in Cincinnati, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** Abilene, TX, United States
- **Founded:** 1994
- **Assets under management:** Under $250 million (Altss estimate)
- **Website:** mccarleyandcook.com
- **LinkedIn:** https://www.linkedin.com/company/christopher-cook-cfp%c2%ae-69887719

## Regulatory record

- **CRD number:** 310087
- **SEC file number:** 801-125903
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310087

## About

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.

## Sectors

- Wealth Management
- Retirement Planning
- Estate Planning

## Offices

- San Angelo, TX

## People

- David McCarley — President
- Ken Cook — Vice President

## 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.

## Related profiles

- [CREATE YOUR PATH LLC](https://altss.com/profile/create-your-path-llc)
- [DBAFC](https://altss.com/profile/dbafc-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/mccarley-and-cook-financial-planners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology