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McCarthy Asset Management
McCarthy Asset Management is an SEC-registered investment adviser in Redwood Shores, CA, since 2002. The firm manages approximately $422 million in assets.
McCarthy Asset Management
McCarthy Asset Management is an SEC-registered investment adviser in Redwood Shores, CA, since 2002. The firm manages approximately $422 million in assets. It has 4 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1999
Location
Region
North America
Country
United States
City
Redwood Shores
Corporate office
3 Lagoon Drive Suite 155, Redwood Shores, CA 94065, United States
Frequently asked questions
Is McCarthy Asset Management a fiduciary?
Yes. As a Registered Investment Advisor operating on a fee-only basis, McCarthy Asset Management is legally bound to act as a fiduciary for its clients. The firm explicitly states it does not accept commissions or product-sales incentives, which structurally aligns its revenue with client outcomes rather than transaction volume.
What types of clients does the firm serve?
The firm's website and regulatory posture indicate a focus on individual investors. There is no public evidence of institutional separate accounts, pooled vehicles, or advisory relationships with family offices, endowments, or pension funds. All listed services — financial planning, tax planning, asset allocation — are framed for personal wealth management.
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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