# McCay Wealth Advisory

McCay Wealth Advisory is a Bank / Wealth / Trust based in Manchester, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Manchester, United States
- **Region:** North America
- **Address:** 624 N Woodland Street, Manchester, TN, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** mccaywealth.com
- **LinkedIn:** https://www.linkedin.com/company/mccaywealthadvisoryllc

## Regulatory record

- **CRD number:** 286503
- **SEC file number:** 801-114039
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-26T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286503

## About

Founded in 2017 by Brent McCay, McCay Wealth Advisory operates as an independent, fee-only fiduciary from Manchester, Tennessee, with an additional office in McMinnville. The firm emerged with a clear structural commitment: it restricts new client intake annually to preserve the depth of each relationship, specifically aiming to serve client families across Middle Tennessee. McCay Wealth Advisory constructs financial plans covering retirement planning, estate planning, business succession, and charitable giving, then implements them through asset allocation and investment management. The firm blends direct investment advisory services with insurance planning and hourly consulting — maintaining discretion over individual holdings rather than promoting a model portfolio. The geographic focus spans Middle Tennessee and surrounding areas, with no disclosed allocation to institutional private markets, venture capital, or alternative fund structures. A team of roughly ten professionals — including CEO Brent McCay, COO Suzy McCay, and several client-assistance specialists — operates across the Manchester and McMinnville locations. February 2009 saw the launch of the firm’s educational forum, rebranded as Investment Insight in October 2018, which convenes monthly in both offices as a continuing-investor-education event. McCay Wealth Advisory differentiates structurally by openly capping new household relationships each year, a posture more common in boutique RIAs than in high-net-worth multi-family offices. That self-imposed ceiling — combined with a fee-only fiduciary standard — embeds a governance incentive where the advisor’s revenue path depends on existing-client outcomes rather than perpetual prospecting, creating an operational architecture distinct from commission-driven or AUM-maximizing peers.

## Offices

- 1038 S Chancery Street, McMinnville, TN

## People

- Brent Alan McCay — Chief Executive Officer & Managing Principal
- Suzy McCay — Chief Operating Officer & Investment Advisor Representative
- Hayden H. Proffitt — Advisor

## Questions

### Why does McCay Wealth Advisory limit the number of new clients it takes on each year?

According to the firm’s own disclosures, McCay Wealth Advisory intentionally restricts new family relationships to maintain service quality and investment performance. It frames the cap as a way to ensure each client receives sufficient attention and that the advisor’s bandwidth is not diluted by rapid asset growth. This self-imposed limit is a deliberate structural choice rather than a capacity constraint.

## Related profiles

- [McCarthy Family Foundation](https://altss.com/profile/mccarthy-family-foundation)
- [McClarren Financial Advisors](https://altss.com/profile/mcclarren-financial-advisors)

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Source record modified: 2026-08-11T02:43:31.692Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://mccaywealth.com/
- Regulatory source: https://adviserinfo.sec.gov/firm/summary/286503
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/mccay-wealth-advisory

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