← Back to searchVisit website
MCCULLEY FINANCIAL GROUP, LLC
CRD 154891 · SEC 801-129527
2 WESTBROOK CORPORATE CENTER, SUITE 220, WESTCHESTER, IL, 60154, United States
Phone
312-219-9000
Fax
312-445-9115
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$188.7M
Discretionary AUM
$101.6M
Team
4 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 119 | $28.1M |
| High net worth individuals | 22 | $73.5M |
| Pension/profit sharing plans | 28 | $87.1M |
States served
IL, TX, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/MCCULLEY-FINANCIAL-GROUP
- HTTPS://TWITTER.COM/MCCULLEYFINGRP
- HTTPS://WWW.FACEBOOK.COM/PAGES/MCCULLEY-FINANCIAL-GROUP/205141749527735
- HTTPS://WWW.FACEBOOK.COM/DREAMNUMBER
- HTTPS://WWW.PINTEREST.COM/DREAMNUMBER/
- HTTP://WWW.YOURBIGGERFUTURE.COM
- HTTPS://WWW.INSTAGRAM.COM/KORTMCCULLEY/?HL=EN
- HTTPS://WWW.LINKEDIN.COM/COMPANY/3202014/
- HTTPS://TWITTER.COM/DREAM_NUMBER
- HTTPS://TWITTER.COM/KORTMCCULLEY?LANG=EN
- HTTP://WWW.MCCULLEYCOMPANIES.COM
- HTTP://WWW.MCCULLEYFINANCIAL.COM
- HTTPS://WWW.INSTAGRAM.COM/DREAMNUMBER/?HL=EN
- HTTP://WWW.DREAMNUMBER.IO
- HTTPS://WWW.FACEBOOK.COM/KORT.MCCULLEY
- HTTP://WWW.KORTMCCULLEY.COM
- HTTPS://WWW.LINKEDIN.COM/IN/KORTMCCULLEY/
Official SEC filing: View on IAPD