MCCAULEY INVESTMENT ADVISORY, LLC

MCCAULEY INVESTMENT ADVISORY, LLC is an SEC-registered investment adviser (CRD 166035). Regulatory assets under management: $16.3M.

Registration

• CRD: 166035
• Type: Registered investment adviser
• Phone: 480-827-8445
• Latest filing: 2026-02-04
• Regulatory AUM: $16.3M
• Discretionary AUM: $16.3M
• Clients: 2
• Accounts: 91

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166035 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search