Macaulay & Associates, LLC

Macaulay & Associates, LLC (CRD# 144717) is a financial advisory firm headquartered in Fort Mill, SC. They manage $58,736,971 in 314 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    314
    ACCOUNTS
  • Average Account Value
    $187,060
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Macaulay & Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David J. Macaulay
CRD#: 3180789
111 Clebourne Street, Suite 130, Fort Mill, SC 29715

David Macaulay (CRD# 3180789) is an Investment Advisor Representative working at Macaulay & Associates, LLC in Fort Mill, SC and has over 25 years of experience in the finance industry.

2
Eugene H. Dixon
CRD#: 7375289
111 Clebourne Street, Suite 130, Fort Mill, SC 29715

Eugene Dixon (CRD# 7375289) is an Investment Advisor Representative working at Macaulay & Associates, LLC in Fort Mill, SC and has 1 year of experience in the finance industry.

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