# McCormick Financial Advisors

McCormick Financial Advisors is a Multi Family Office based in Houston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/mikejmccormick

## Regulatory record

- **CRD number:** 289043
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289043

## About

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.

## Sectors

- Real Estate
- Private Equity
- Energy Transition & Renewables
- Infrastructure
- Private Credit

## 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.

## Related profiles

- [Interplay Ventures Early Stage Management](https://altss.com/profile/interplay-ventures-early-stage-management-llc)
- [M Premier Partners](https://altss.com/profile/m-premier-partners)

---

Last updated: 2026-07-06T01:24:21.061Z

Canonical page: https://altss.com/profile/mccormick-financial-advisors-llc

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