Mark McCarthy
CMC Financial Group · Palm City, Florida
Mark McCarthy is a fee-only financial advisor at CMC Financial Group in Palm City, Florida. CMC Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | CMC Financial Group |
|---|---|
| Based in | Palm City, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $119.3M across 365 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 1312430 |
| Exams passed | Series 63 (1984) · Series 65 (1992) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.cmcfg.com |
| Profile |
How Mark's firm compares
- CMC Financial Group's average account is about $327,000, from its Form ADV (assets managed divided by 365 accounts).
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Questions about Mark
Is Mark McCarthy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and CMC Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, CMC Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark McCarthy based?
Mark McCarthy is based in Palm City, Florida.
Is Mark McCarthy registered with the SEC?
Yes. Mark McCarthy is registered as an investment adviser representative in GA and TX (CRD 1312430), 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 CMC Financial Group manage?
CMC Financial Group reports $119.3M across 365 accounts in assets under management.
How do I contact Mark McCarthy?
Through Mark's website, www.cmcfg.com.
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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