Summary
McCarthy & Cox
Founded in 1998
Description
McCarthy & Cox Retirement & Estate Planning Specialists provide a range of services including estate planning, investment and income planning, tax planning, insurance/risk management planning. They work closely with clients to develop a financial strat...
Strengths
- McCarthy & Cox has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since McCarthy & Cox was founded, the company has grown faster than the industry average
Annual Revenue
McCarthy & Cox's annual revenue
$4633000
Based on Kona Equity data
-
Revenue per employee
$308867
-
Variance of revenue growth
0.0
-
Annual revenue growth since founding
$178192
-
Revenue growth rate from first known quarter to current
-29.5%
Employee Count
15 employees
-
Employee growth rate from first known quarter to current
-36.4%
Executives
Tony Dalton
Vice President, Talent & Operations
t**@mccarthyandcox.comSheila Sullivan-Passwaters
Director
s**@mccarthyandcox.comWesley Bean
Director, Investments
w**@mccarthyandcox.comBlake Kaffenbarger
Investment Research Analyst
b**@mccarthyandcox.comCassandra Macdonald
Director, Marketing
c**@mccarthyandcox.comTed Murphy
Client Relationship Manager & Advisor & Assistant
t**@mccarthyandcox.comThomas Mccarthy
Financial Planner
t**@mccarthyandcox.comTrinna Wilkes
Financial Analyst
t**@mccarthyandcox.comMark Finney
Certified Financial Planner
m**@mccarthyandcox.comAdam Hodnichak
Client Relationship Manager & Advisor & Assistant
a**@mccarthyandcox.comRyan Mickelson
Position In Certified Financial Planner
r**@mccarthyandcox.comG Score - 6
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: McCarthy & Cox
- Category: Investment management
- Industry: Financial Planner
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Firmographic data G Score of 6 Founded in 1998
Frequently Asked Questions
McCarthy & Cox's headquarters are located at 127 W 5th St Marysville, OH 43040.
McCarthy & Cox's official website is mccarthyandcox.com
McCarthy & Cox's annual revenue is $4.6 M.
McCarthy & Cox has 15 employees
McCarthy & Cox is in the industry of Investment management.
