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Learn more about Mccarthy Capital
Mccarthy Capital is a financial advisory firm located in Omaha, Nebraska. The firm has $2.9 billion in assets under management across 10 accounts, placing it among the biggest firms in the United States by assets under management (AUM). The company has a small group, including 25 financial advisors. Mccarthy Capital is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments like bonds, options and equities.
Mccarthy Capital oversees all of the firm's accounts in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell choices without requiring the customer's permission. The advisory firm's typical account size is $290.0 million. The average financial advisor at Mccarthy Capital manages fewer than one client account, making it one of the most individualized advisor firms in the country.
The firm's headquarters is at 1601 Dodge Street, Omaha, Nebraska 68102. The firm is legally registered to serve clients throughout a few states, including Massachusetts and Nebraska.
Assets Under Management
Number of Advisors
Mccarthy Capital by the Numbers
Financial advisory fees usually are based on which services are offered. However, fee types billed by the company may include any combination of the following fee structures: asset-based, performance-based or other. The firm does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 26% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Offered by 10% of firms
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 32% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Types of Clients
The company works with pooled investment vehicles. Out of its 10 accounts, Mccarthy Capital's largest client type by number of accounts is pooled investment vehicles. None of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Mccarthy Capital does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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