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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

MCCUEN & CO INC

CRD 107305

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c4ad3f39-8423-5232-4a81-bca81eb1753b

Data as of Jan 28, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Mar 7, 2012 to Jan 28, 2020
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $291MItem 5.F on the latest filing (2020-01-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $126M
Private client RAUM: $291MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 91
Individual clients: 32
High net worth clients: 58
Custody, client assets: $2.9M
SEC number: 801-9157
CRD: 107305
Filings on the tape: 14
First filed: Mar 7, 2012
Latest filed: Jan 28, 2020
Organised: Corporation, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002	Shareholder	C	yes	01/2002	Mar 12, 2019	Jan 28, 2020
REED, DANIEL, JACKSON	VICE PRESIDENT & CCO (SINCE 07/1998), TRUSTEE OF THE DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002	C	yes	01/2002	Mar 7, 2012	Jan 28, 2020
Reed, Feliza, Merza	TRUSTEE OF THE DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002	C	yes	01/2002	Mar 12, 2019	Jan 28, 2020
THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989	Shareholder	D	yes	12/1989	Mar 12, 2019	Jan 28, 2020
Whitehurst, Deborah, Kay	TRUSTEE OF THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989	D	yes	12/1989	Mar 12, 2019	Jan 28, 2020
WHITEHURST, MICHAEL, RAY	PRESIDENT (SINCE 07/1998), TRUSTEE OF THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989	D	yes	12/1989	Mar 7, 2012	Jan 28, 2020

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Jan 28, 2020	$291M	$126M	2	2	0	n/a	n/a
2018	Mar 12, 2019	$306M	$147M	2	2	0	n/a	n/a
2017	Mar 28, 2018	$338M	$153M	2	2	0	n/a	n/a
2016	Mar 28, 2017	$294M	$133M	2	2	n/a	n/a	n/a
2015	Mar 28, 2016	$263M	$102M	2	2	n/a	n/a	n/a
2014	Mar 26, 2015	$297M	$97.5M	2	2	n/a	n/a	n/a
2013	Mar 17, 2014	$263M	$92.6M	2	2	n/a	n/a	n/a
2012	Mar 21, 2013	$207M	$74.2M	2	2	n/a	n/a	n/a
2011	Mar 7, 2012	$186M	$48.0M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$291M	$306M	-4.9%	$294M	-0.4%	2	2	0	0

Relationships

Controls (6)

← WHITEHURST, MICHAEL, RAYOwnerPRESIDENT (SINCE 07/1998), TRUSTEE OF THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989, ownership code D, individual
Mar 7, 2012 to presentfactForm ADV
← REED, DANIEL, JACKSONOwnerVICE PRESIDENT & CCO (SINCE 07/1998), TRUSTEE OF THE DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002, ownership code C, individual
Mar 7, 2012 to presentfactForm ADV
← Whitehurst, Deborah, KayOwnerTRUSTEE OF THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989, ownership code D, individual
Mar 12, 2019 to presentfactForm ADV
← Reed, Feliza, MerzaOwnerTRUSTEE OF THE DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002, ownership code C, individual
Mar 12, 2019 to presentfactForm ADV
← DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002OwnerSHAREHOLDER, ownership code C, domestic entity
Mar 12, 2019 to presentfactForm ADV
← THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989OwnerSHAREHOLDER, ownership code D, domestic entity
Mar 12, 2019 to presentfactForm ADV

Registered with (1)

← MICHAEL RAY WHITEHURSTAdvisorregistration: previous registration
Jul 8, 1997 to Jun 19, 2020factForm ADV

Dated events

Occurred
Mar 12, 2019
Control person joined
Kay Deborah Whitehurst (Trustee Of The Michael R. Whitehurst And Deborah K. Whitehurst Trust, Dated 12/11/1989) appeared on Schedule A of Mccuen & Co Inc
Form ADVobserved 6 days ago
Occurred
Mar 12, 2019
Control person joined
Merza Feliza Reed (Trustee Of The Daniel J. Reed And Feliza M. Reed Trust, Dated 1/8/2002) appeared on Schedule A of Mccuen & Co Inc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4ad3f39-8423-5232-4a81-bca81eb1753b
First observed: Mar 7, 2012
Last observed: Jan 28, 2020 80 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MCCUEN & CO INC

CRD 107305

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c4ad3f39-8423-5232-4a81-bca81eb1753b

Data as of Jan 28, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:39 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002

Shareholder

yes

01/2002

Mar 12, 2019

Jan 28, 2020

REED, DANIEL, JACKSON

VICE PRESIDENT & CCO (SINCE 07/1998), TRUSTEE OF THE DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002

yes

01/2002

Mar 7, 2012

Jan 28, 2020

Reed, Feliza, Merza

TRUSTEE OF THE DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002

yes

01/2002

Mar 12, 2019

Jan 28, 2020

THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989

Shareholder

yes

12/1989

Mar 12, 2019

Jan 28, 2020

Whitehurst, Deborah, Kay

TRUSTEE OF THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989

yes

12/1989

Mar 12, 2019

Jan 28, 2020

WHITEHURST, MICHAEL, RAY

PRESIDENT (SINCE 07/1998), TRUSTEE OF THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989

yes

12/1989

Mar 7, 2012

Jan 28, 2020

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Jan 28, 2020

$291M

$126M

n/a

2018

Mar 12, 2019

$306M

$147M

n/a

2017

Mar 28, 2018

$338M

$153M

n/a

2016

Mar 28, 2017

$294M

$133M

n/a

2015

Mar 28, 2016

$263M

$102M

n/a

2014

Mar 26, 2015

$297M

$97.5M

n/a

2013

Mar 17, 2014

$263M

$92.6M

n/a

2012

Mar 21, 2013

$207M

$74.2M

n/a

2011

Mar 7, 2012

$186M

$48.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$291M

$306M

-4.9%

$294M

-0.4%