# McCulley Financial Group, LLC

> McCulley Financial Group, LLC is an SEC-registered investment advisory firm in Westchester, IL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 8, 2026.

- CRD: 154891
- Filed as: MCCULLEY FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westchester, IL
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154891
- AdvisorCensus page: https://advisorcensus.com/firm/mcculley-financial-group-llc-westchester-il-154891

## Quick answers

**How is McCulley Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), McCulley Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does McCulley Financial Group, LLC charge?**
Its Form ADV Part 2A brochure dated April 8, 2026 states: Hourly rate: $250 an hour (additional services requested or required by the client beyond those…); Subscription: $250 a month (Financial Plans Service Level 1 / Bronze); Subscription: $500 a month (Financial Plans Service Level 2 / Silver); Subscription: $1,000 a month (Financial Plans Service Level 3 / Gold); Subscription: $3,000 a month (corporate retirement plans, 401(k), profit sharing, and defined benefit…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is McCulley Financial Group, LLC located?**
McCulley Financial Group, LLC's principal office is in Westchester, IL, according to its Form ADV.

**Is McCulley Financial Group, LLC registered with the SEC or a state?**
McCulley Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 154891.

**How much does McCulley Financial Group, LLC manage?**
McCulley Financial Group, LLC reports $188,677,227 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (54% discretionary).

**How have McCulley Financial Group, LLC's assets and staff changed since 2024?**
In the Form ADV data for McCulley Financial Group, LLC: Regulatory assets under management: $125,203,536 in the October 2024 data and $188,677,227 in the October 2026 data, up 51%. Total employees: 1 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does McCulley Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (119); pension and profit sharing plans (but not the plan participants or government pension plans) (28); high net worth individuals (22).

**Which custodians does McCulley Financial Group, LLC use?**
McCulley Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does McCulley Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154891

**Does McCulley Financial Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 8, 2026 says: "MFG does not require a minimum to open an account."

**What changed in McCulley Financial Group, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $153,136,643 to $188,677,227 (+23%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 8, 2026)

- Account minimum: None

> MFG does not require a minimum to open an account.

- Hourly rate: $250 an hour (additional services requested or required by the client beyond those…)

> If any additional services are requested or required by the client beyond those describes in the section titled “Types of Advisory Services”, the client may be charged at a rate of $250 per hour.

- Subscription: $250 a month (Financial Plans Service Level 1 / Bronze)

> Service Level 1 / Bronze 2 / Silver 3 / Gold Monthly Fee $250/mo or $500/mo or $1000/mo or

- Subscription: $500 a month (Financial Plans Service Level 2 / Silver)

> Service Level 1 / Bronze 2 / Silver 3 / Gold Monthly Fee $250/mo or $500/mo or $1000/mo or

- Subscription: $1,000 a month (Financial Plans Service Level 3 / Gold)

> Service Level 1 / Bronze 2 / Silver 3 / Gold Monthly Fee $500/mo or $1000/mo or $3000/mo or

- Subscription: $3,000 a month (corporate retirement plans, 401(k), profit sharing, and defined benefit…)

> Service Level 1 / Bronze 2 / Silver 3 / Gold Monthly Fee $500/mo or $1000/mo or $3000/mo or

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $188,677,227
- Discretionary: $101,613,757
- Non-discretionary: $87,063,470

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 119 | $28,089,362 |
| High net worth individuals | 22 | $73,524,395 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $87,063,470 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [dreamnumber.io](https://dreamnumber.io)
- [kortmcculley.com](https://kortmcculley.com)
- [mcculleycompanies.com](https://mcculleycompanies.com)
- [mcculleyfinancial.com](https://mcculleyfinancial.com)
- [yourbiggerfuture.com](https://yourbiggerfuture.com)
- Facebook @DREAMNUMBER
- Facebook @KORT.MCCULLEY
- Facebook @MCCULLEY-FINANCIAL-GROUP
- Instagram @DREAMNUMBER
- Instagram @KORTMCCULLEY
- LinkedIn @3202014
- LinkedIn @MCCULLEY-FINANCIAL-GROUP
- LinkedIn @KORTMCCULLEY
- Pinterest @DREAMNUMBER
- X @DREAM_NUMBER
- X @KORTMCCULLEY
- X @MCCULLEYFINGRP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $125,203,536 | 1 | February 23, 2024 |
| October 2025 | $153,136,643 | 1 | January 13, 2025 |
| October 2026 | $188,677,227 | 4 | April 8, 2026 |

Regulatory assets under management: $125,203,536 in the October 2024 data and $188,677,227 in the October 2026 data, up 51%.
Total employees: 1 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $153,136,643 to $188,677,227 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McCulley Financial Group, LLC (CRD 154891): Form ADV filing data as of October 2026.