MCKAY WEALTH MANAGEMENT GROUP LLC

MCKAY WEALTH MANAGEMENT GROUP LLC of RICHMOND, VA is an SEC-registered investment adviser (CRD 281578). Regulatory assets under management: $58.5M.

Registration

• CRD: 281578
• Type: Registered investment adviser
• Location: 2920 W BROAD ST, RICHMOND, VA, 23230
• Phone: 804-447-1708
• Latest filing: 2026-03-24
• Regulatory AUM: $58.5M
• Discretionary AUM: $58.5M
• Clients: 2
• Accounts: 212

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281578 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search