SourcingSourcing

MCCORMACK FINANCIAL PLANNING INC.

A72
CRD 136857·SEC 801-133728·ATLANTA, GA
AUM
$115.7M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$347K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MCCORMACK FINANCIAL PLANNING INC.
CRD
136857
SEC file #
801-133728
EIN
—
DBA names
—

Economics

AUM
$115.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$103.0M → $115.7M▲ +12%
Client mix
Individuals Other96
Individuals High Net Worth36

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/05/2026
ADV-W filed at
—
Website
mccormackfp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCCORMACK, BARBARA, MINER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MCCORMACK, BARBARA, MINER
KUEHN, LINDA, ROSE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MCCORMACKFP.COM
Rdap Domain Creation Date
2005-10-19T20:09:05Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-19T20:09:05Z
Rdap Domain Last Changed
2025-12-01T15:37:19Z
Rdap Nameservers
Ns15.domaincontrol.comNs16.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
807282
Trust Company Affiliate
No

People (3)

3
MCCORMACK, BARBARA, MINER
IAR · Direct Owner · 87.5%
807282
KUEHN, LINDA, ROSE
IAR · Executive Officer · 2.5%
4304679
JEFFREY JOHN ASH
IAR
2566763