McCormick Financial Advisors

The firm serves families whose wealth is publicly traceable to the energy (oil and gas) and real estate sectors—a typical profile for Houston-based family offices. No single family has been named as the sole wealth source, and the firm operates as a multi-family office rather than a single-family vehicle.

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.

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.

The firm has not publicly stated any excluded sectors. Given its known focus on real assets and energy, it likely avoids early-stage venture capital, emerging-market debt, or consumer discretionary sectors, though this is inferred from activity rather than stated policy.

The firm is not listed on the SEC ADV database as of 2025, suggesting it may operate as a state-registered advisor or qualify for an exemption due to assets under management below the SEC threshold. Verification is limited due to the firm's opaque structure.