McCauley Investment Advisory, LLC

McCauley Investment Advisory, LLC is a registered investment advisor (RIA) that provides financial planning and investment management services. This typically includes portfolio construction, wealth transfer planning, and asset allocation advice for individual and institutional clients.

Based on public records, McCauley Investment Advisory is structured as an RIA, not a family office. While it may serve high-net-worth families, it does not hold itself out as a single-family or multi-family office.

The firm's named principals and investment committee members are not publicly disclosed. SEC filings list the firm but do not name individual decision-makers beyond basic registration details.

The firm does not publicly disclose its AUM. SEC registration data suggests the firm's assets under management are in the $100 million to $1 billion range (Altss estimate).

The firm is domiciled in the United States, but its specific city and street address are not publicly available from SEC records or other sources.

No detailed strategy information is publicly available. As an RIA, the firm likely employs traditional investment management and financial planning approaches tailored to its clients.

The firm's client eligibility is not publicly disclosed. As an RIA, it likely serves high-net-worth individuals or small institutions that meet certain asset thresholds, but no formal offering documents are available.