# McKay Wealth Management Group LLC

> McKay Wealth Management Group LLC is a state-registered investment advisory firm in Richmond, VA, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 281578
- Filed as: MCKAY WEALTH MANAGEMENT GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281578
- AdvisorCensus page: https://advisorcensus.com/firm/mckay-wealth-management-group-llc-richmond-va-281578

## Quick answers

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

**Where is McKay Wealth Management Group LLC located?**
McKay Wealth Management Group LLC's principal office is in Richmond, VA, according to its Form ADV.

**Is McKay Wealth Management Group LLC registered with the SEC or a state?**
McKay Wealth Management Group LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 281578.

**How much does McKay Wealth Management Group LLC manage?**
McKay Wealth Management Group LLC reports $58,501,241 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does McKay Wealth Management Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (37); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does McKay Wealth Management 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281578

## 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: $58,501,241
- Discretionary: $58,501,241
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $12,323,751 |
| High net worth individuals | 37 | $40,551,784 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $5,127,563 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $498,143 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2015 (10 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mckaywealthgroup.com
- LinkedIn @11299838

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McKay Wealth Management Group LLC (CRD 281578): Form ADV filing data as of October 2026.