McCarthy & Cox Retirement & Estate Specialists LLC
● SEC registered since 2024CRD 328478SEC# 801-128995Marysville, OH
Reg. AUM
$112.9M
Employees
3
Accounts
1
Location
Marysville, OH
McCarthy & Cox Retirement & Estate Specialists LLC assets under management
McCarthy & Cox Retirement & Estate Specialists LLC operates as an SEC-registered investment adviser based in Marysville, OH. The firm has been registered since 2024. It reports $112.9 million in regulatory assets under management and employs 3 people.
McCarthy & Cox Retirement & Estate Specialists LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew C Harris Control | Chief Compliance Officer | Under 5% | 2026 |
| Kintra Intermediate, LLC Control | Owner | Over 75% | 2026 |
| Wesley Wayne Bean Control | Chief Investment Officer | Under 5% | 2023 |
| Kintra Holdings, LLC Control | Owner | Over 75% | 2026 |
| McCarthy & Cox Retirement and Estate Specialists, LLC Control | Owner | 25-50% | 2026 |
Frequently asked questions
How much does McCarthy & Cox Retirement & Estate Specialists LLC manage?
McCarthy & Cox Retirement & Estate Specialists LLC reports $112.9 million in regulatory assets under management on its Form ADV.
How many employees does McCarthy & Cox Retirement & Estate Specialists LLC have?
McCarthy & Cox Retirement & Estate Specialists LLC reports 3 employees.
Where is McCarthy & Cox Retirement & Estate Specialists LLC located?
McCarthy & Cox Retirement & Estate Specialists LLC is based in Marysville, OH and has been SEC-registered since 2024.
Does McCarthy & Cox Retirement & Estate Specialists LLC disclose fund performance?
McCarthy & Cox Retirement & Estate Specialists LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 127 W. 5th Street, Marysville, OH 43040 |
| Phone | 937-644-0351 |
| Fax | 937-644-0356 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2020726 |
| Discloses disciplinary history | No |
Regulatory AUM
$112.9M▼ 82%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,306 advisers
EmployeesTop 77%
More than 23% of 16,824 advisers
Assets under management
$112.9Mregulatory AUM
Discretionary $112.9M