Mark Barry McCarthy
Financial advisor at Cmc Financial Group, LLC · Atlanta, GA
Last updated 2026-10-10
Claim your profileMark Barry McCarthy is a financial advisor at Cmc Financial Group, LLC in Atlanta, GA, CRD 1312430. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2000-08-14.
Registration
- CRD number
- 1312430
- Registration status
- Active
- IAPD registration
- 2000-08-14
- Industry Experience
- 26 years
- Work Experience
- 17 years
- States registered
- GA, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2009-05 to 2018-05 · Wells Fargo Advisors Financial Network LLC · Woodstock, GA
- 2018-05 to Present · Cmc Financial Group, LLC · Atlanta, GA
Current employment
- Cmc Financial Group, LLC · Atlanta, GA
Cmc Financial Group, LLC
- Regulatory AUM
- $119,251,744
- Registered advisors
- 3
- Offices
- 2
- Average AUM per client
- $518.5K (Low)
- High-net-worth client ratio
- 12.6% (Low)
Cmc Financial Group, LLC: advisors, services and reported ETF investments
About
Mark Barry McCarthy is a financial advisor at Cmc Financial Group, LLC in Atlanta, GA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 26 years of industry experience and 17 years of reported work history. Reported roles include Wells Fargo Advisors Financial Network LLC.
Cmc Financial Group, LLC's firm-level Form ADV reports 3 advisors across 2 offices; approximately 76.7 clients per advisor, average assets per client of $518,486, and regulatory AUM of $119.3M; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $31.4M across 12 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Mark Barry McCarthy personally.
Reported ETF positions
Cmc Financial Group reports 12 ETF positions worth $31.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| TCAL — T. Rowe Price Capital Appreciation Premium Income ETF | $7.9M |
| COWZ — Pacer US Cash Cows 100 ETF | $5M |
| THIR — THOR Index Rotation ETF | $4.9M |
| SILJ — Amplify Junior Silver Miners ETF | $4.2M |
| GDX — VanEck Gold Miners ETF | $3.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Cmc Financial Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | TCAF — T. Rowe Price Capital Appreciation Equity ETF | $681K | Top 75.4% | Peer conviction 27.8% · Active return +0.44% |
| Addressable Market | TCAF — T. Rowe Price Capital Appreciation Equity ETF | $681K | Top 81.9% | Addressable AUM $545.9B · Peer conviction 27.8% |
| Residual Alpha | TCAF — T. Rowe Price Capital Appreciation Equity ETF | $681K | Top 76.2% | Residual alpha -0.79% · Residual Sharpe 0.00 |
| Diversification Benefits | THIR — THOR Index Rotation ETF | $4.9M | Top 95.9% | Replicability (R²) 72.8% · Residual Sharpe 0.21 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Cmc Financial Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Location
7000 Central Parkway, Atlanta, GA 30328
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (678) 690-8800
- Website: cmcfg.com
Official record
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