Mccuen & Co Inc (San Diego)

Mccuen & Co Inc is a large advisory firm based in San Diego. It manages $305.92 million of regulatory assets for 184 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.

Mccuen & provides portfolio management for individuals and small businesses and business appraisal services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mccuen &: assets under management

The assets under management (AUM) of Mccuen & Co Inc is $305.92 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $147.29 million in discretionary accounts and $158.63 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.69 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.64 million.

Mccuen & has custody of $2.37 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 87% of the total AUM. The second-largest asset type is government bonds, which make up 7% of the firm’s portfolio. Investments in investment and business development companies form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mccuen & Co Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Michael Ray Whitehurst serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Michael Ray Whitehurst is high net worth individuals with 45 clients and $289.77 million of assets under management. Among the 8 most similar advisory firms, Mccuen & has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $305.31 million for 83 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Mccuen & doesn't advise any private funds.

Careers at Mccuen & Co Inc

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Michael Ray Whitehurst has been acting as President since 1 Aug 1998. Daniel Jackson Reed joined the executive team most recently as the Vice President & Cco (Since 07/1998), Trustee Of The Daniel J. Reed And Feliza M. Reed Trust, Dated 1/8/2002.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Ray Whitehurst	President (since 07/1998), trustee of the michael r. whitehurst and deborah k. whitehurst trust, dated 12/11/1989	1 Dec 1989	50% - 75%	4331884
Dated 12/11/1989 The Michael R. Whitehurst And Deborah K. Whitehurst Trust	Shareholder	1 Dec 1989	50% - 75%	xxx-xx-xxxx
Deborah Kay Whitehurst	Trustee of the michael r. whitehurst and deborah k. whitehurst trust, dated 12/11/1989	1 Dec 1989	50% - 75%	7084191
Michael Ray Whitehurst	President	1 Aug 1998	50% - 75%	4331884
Daniel Jackson Reed	Chief compliance officer	1 Aug 1998	25% - 50%	4331891
Daniel Jackson Reed	Vice president & cco (since 07/1998), trustee of the daniel j. reed and feliza m. reed trust, dated 1/8/2002	1 Jan 2002	25% - 50%	4331891
Dated 1/8/2002 Daniel J. Reed And Feliza M. Reed Trust	Shareholder	1 Jan 2002	25% - 50%	xxx-xx-xxxx
Feliza Merza Reed	Trustee of the daniel j. reed and feliza m. reed trust, dated 1/8/2002	1 Jan 2002	25% - 50%	7084193

Based in San Diego

The principal office where Mccuen & Co Inc performs its advisory services is located at 450 B Street, San Diego, CA 92101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-239-3034 or by fax 619-239-0953. The normal business hours are 8 am to 4:30 pm on Monday - Friday.