# McCloskey & Associates, P.A.

> McCloskey & Associates, P.A. is a state-registered investment advisory firm in Melbourne, FL, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 142883
- Filed as: MCCLOSKEY & ASSOCIATES, P.A.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Melbourne, FL
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142883
- AdvisorCensus page: https://advisorcensus.com/firm/mccloskey-and-associates-p-a-melbourne-fl-142883

## Quick answers

**How is McCloskey & Associates, P.A. compensated?**
On its Form ADV (Item 5.E, October 2026), McCloskey & Associates, P.A. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is McCloskey & Associates, P.A. located?**
McCloskey & Associates, P.A.'s principal office is in Melbourne, FL, according to its Form ADV.

**Is McCloskey & Associates, P.A. registered with the SEC or a state?**
McCloskey & Associates, P.A. is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142883.

**How much does McCloskey & Associates, P.A. manage?**
McCloskey & Associates, P.A. reports $6,340,000 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does McCloskey & Associates, P.A. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (1).

**Does McCloskey & Associates, P.A. report any disciplinary disclosures?**
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/142883

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,340,000
- Discretionary: $6,340,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $4,996,198 |
| High net worth individuals | 1 | $1,343,802 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mccloskeyassoc.com
- Facebook @MCCLOSKEYASSOCIATES
- LinkedIn @billmccloskey321
- X @MCCLOSKEYWEALTH
- YouTube @UCVkPxFPP_6DYblTR82d3qWg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McCloskey & Associates, P.A. (CRD 142883): Form ADV filing data as of October 2026.