Matthew Antenucci
McCarley & Cook · Cincinnati, Ohio
Matthew Antenucci is a fee-only financial advisor at McCarley & Cook in Cincinnati, Ohio, who holds the CFA credential. Matthew focuses on retirement planning, estate & legacy planning and tax planning. McCarley & Cook reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | McCarley & Cook |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $169.1M across 560 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 7078740 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mccarleycook.com |
| Profile |
How Matthew's firm compares
- McCarley & Cook's average account is about $302,000, from its Form ADV (assets managed divided by 560 accounts).
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Questions about Matthew
Is Matthew Antenucci a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and McCarley & Cook reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, McCarley & Cook, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Matthew Antenucci based?
Matthew Antenucci is based in Cincinnati, Ohio.
What does Matthew specialize in?
Matthew's specialties include retirement planning, estate & legacy planning and tax planning. Matthew works with retirees and pre-retirees.
What credentials does Matthew Antenucci hold?
Matthew Antenucci holds the CFA credential.
Is Matthew Antenucci registered with the SEC?
Yes. Matthew Antenucci is registered as an investment adviser representative in OH (CRD 7078740), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does McCarley & Cook manage?
McCarley & Cook reports $169.1M across 560 accounts in assets under management.
How do I contact Matthew Antenucci?
Through Matthew's website, www.mccarleycook.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
- McCarley & Cook website : specialties, clients served, and fees, checked October 30, 2026
- 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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