Updated:
McCormick Financial Advisors
MCCORMICK FINANCIAL ADVISORS, LLC is a state-registered investment adviser with $85 million in regulatory assets under management. The firm has 1 employee and...
McCormick Financial Advisors
MCCORMICK FINANCIAL ADVISORS, LLC is a state-registered investment adviser with $85 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, TX, United States
Sector focus
Frequently asked questions
How does McCormick Financial Advisors source deal flow?
The firm sources deals through a network of institutional partners, co-investors, and peer family offices, leveraging its Houston base of energy and real estate operators. Its referral-based structure means external deal sourcing is not marketed, and the firm is not known to have a public RFP or open-call process.
Does McCormick Financial Advisors invest in direct deals or primarily funds?
The firm is known to participate in direct co-investments and club deals, particularly in midstream energy, commercial real estate, and infrastructure. It also uses fund commitments and private credit vehicles to diversify exposure, but the direct allocation share is unclear due to the firm's lack of public disclosure.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: