Samuel McCoy
Tenacity Private Wealth · Powell, Ohio
Samuel McCoy is a fee-only financial advisor at Tenacity Private Wealth in Powell, Ohio, who holds the CFP credential. Tenacity Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Ultra high net worth
Facts
| Firm | Tenacity Private Wealth |
|---|---|
| Based in | Powell, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $40.6M across 244 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 6519537 |
| Exams passed | Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.tenacityprivatewealth.com |
| Profile |
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Questions about Samuel
Is Samuel McCoy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Tenacity Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Tenacity Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Samuel McCoy based?
Samuel McCoy is based in Powell, Ohio.
What credentials does Samuel McCoy hold?
Samuel McCoy holds the CFP credential.
Is Samuel McCoy registered with the SEC?
Yes. Samuel McCoy is registered as an investment adviser representative in OH and TX (CRD 6519537), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tenacity Private Wealth manage?
Tenacity Private Wealth reports $40.6M across 244 accounts in assets under management.
How do I contact Samuel McCoy?
Through Samuel's website, www.tenacityprivatewealth.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
- Tenacity Private Wealth 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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