Carleton Mckenna Advisors, LLC

Overview

Carleton Mckenna Advisors, LLC is an SEC-registered limited liability company that appears on regulatory records since 2015. The firm is classified in the dataset as an investment bank and lists ownership as a combination of a domestic entity and an individual. Available disclosures are sparse: several customary practice fields (client base, fee schedules, and detailed advisory activities) are not provided in the source material. Regulatory flags captured in the dataset indicate the firm does not act as a capital allocator, is not an active ESG investor, and is not identified as a pension consultant or related adviser. The firm is not marked as a multi-state adviser and is not listed as newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices