John McCauley
Mccauley Investments Advisors · Guilford, Connecticut
John McCauley is a fee-only financial advisor at Mccauley Investments Advisors in Guilford, Connecticut. Mccauley Investments Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Mccauley Investments Advisors |
|---|---|
| Based in | Guilford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $9.2M across 48 accounts |
| SEC registration | Investment adviser representative in CT · CRD 1275230 |
| Exams passed | Series 63 (1984) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How John's firm compares
- Mccauley Investments Advisors's average account is about $191,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about John
Is John McCauley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Mccauley Investments Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Mccauley Investments Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is John McCauley based?
John McCauley is based in Guilford, Connecticut.
Is John McCauley registered with the SEC?
Yes. John McCauley is registered as an investment adviser representative in CT (CRD 1275230), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Mccauley Investments Advisors manage?
Mccauley Investments Advisors reports $9.2M across 48 accounts in assets under management.
How do I contact John McCauley?
Contact details aren't on file yet. Search for Mccauley Investments Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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