{
  "crd_number": 306810,
  "slug": "mccary-anheuser-wealth-management-llc-west-hartford-ct-306810",
  "primary_business_name": "MCCARY ANHEUSER WEALTH MANAGEMENT, LLC",
  "legal_name": "MCCARY ANHEUSER WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "West Hartford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "25540",
  "metro": {
    "cbsa_code": "25540",
    "common_name": "Hartford",
    "msa_name": "Hartford-West Hartford-East Hartford, CT",
    "path": "/advisors/ct/hartford"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-03-17",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-02-11",
  "carried_forward": false,
  "raum_total": 8118205.0,
  "raum_discretionary": 8118205.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 8118205.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT"
  ],
  "websites": [
    "https://facebook.com/McCaryAnheuserWealth",
    "https://linkedin.com/in/davidmccary",
    "https://mccary-anheuser-wealth.com",
    "https://twitter.com/DMacCT"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306810",
  "city_as_filed": "WEST HARTFORD",
  "url": "https://advisorcensus.com/firm/mccary-anheuser-wealth-management-llc-west-hartford-ct-306810",
  "display_name": "McCary Anheuser Wealth Management, LLC",
  "summary": "McCary Anheuser Wealth Management, LLC is a state-registered investment advisory firm in West Hartford, CT, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.",
  "citation": "AdvisorCensus. McCary Anheuser Wealth Management, LLC (CRD 306810): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is McCary Anheuser Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), McCary Anheuser Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is McCary Anheuser Wealth Management, LLC located?",
      "a": "McCary Anheuser Wealth Management, LLC's principal office is in West Hartford, CT, according to its Form ADV."
    },
    {
      "q": "Is McCary Anheuser Wealth Management, LLC registered with the SEC or a state?",
      "a": "McCary Anheuser Wealth Management, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306810."
    },
    {
      "q": "How much does McCary Anheuser Wealth Management, LLC manage?",
      "a": "McCary Anheuser Wealth Management, LLC reports $8,118,205 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does McCary Anheuser Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (3); individuals (other than high net worth individuals) (2)."
    },
    {
      "q": "Does McCary Anheuser Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306810"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/mccary-anheuser-wealth-management-llc-west-hartford-ct-306810.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3,
      "fewer_than_5": true,
      "raum": 8118205.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306810",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}