Macaulay & Associates, LLC

Overview

Macaulay & Associates, LLC is a state registered investment adviser based in Fort Mill, SC, registered since 2007. It reports $81.3M in assets under management across 337 accounts, with 3 employees. It has 1 investment adviser representatives.

Reported AUM

$81.3M

Discretionary

99%

Accounts

337

Average account

$241K

Employees

3

Advisory reps

1

Registered since

2007

Jurisdictions

2

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• David Jarvis Macaulay Chief Executive Officer, Chief Compliance Officer CRD 3180789

Advisory reps 1 of 1

• David J Macaulay Insurance Agent · Investment Adviser Rep CRD 3180789

Location

Headquarters

360 Kingsley Park Dr Ste 190
Fort Mill, SC 29715

County

York

Metro area

Charlotte-Concord-Gastonia, NC-SC

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: macaulay-associates.com

Every state, with registration dates

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