Casey Mack
The SUM · The Woodlands, Texas
Casey Mack is a fee-only financial advisor at The SUM in The Woodlands, Texas, who holds the CFP credential. The SUM reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The SUM |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $551.4M across 949 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5345198 |
| Exams passed | Series 63 (2011) · Series 65 (2012) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.thesumprep.com |
How Casey's firm compares
- The SUM's average account is about $581,000, from its Form ADV (assets managed divided by 949 accounts).
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Questions about Casey
Is Casey Mack a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and The SUM reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Casey charge for financial advice?
Casey's firm, The SUM, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Casey Mack based?
Casey Mack is based in The Woodlands, Texas.
What credentials does Casey Mack hold?
Casey Mack holds the CFP credential.
Is Casey Mack registered with the SEC?
Yes. Casey Mack is registered as an investment adviser representative in TX (CRD 5345198), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The SUM manage?
The SUM reports $551.4M across 949 accounts in assets under management.
How do I contact Casey Mack?
Through Casey's website, www.thesumprep.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in The Woodlands
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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