MCKEEL CAPITAL MANAGEMENT

Overview

Mckeel Capital Management is a Registered Investment Advisor located in Flower Mound, Texas. The firm specializes in providing advisory services primarily to high-net-worth individuals and families. Mckeel Capital Management focuses on financial planning and portfolio management tailored for individuals and small businesses. The firm not only caters to a domestic clientele but also manages assets for international clients. As of September, the firm has seen a 12% increase in assets under management over the past year, currently managing $61.0 million exclusively on a discretionary basis. The organization operates as a Limited Liability Company and is classified as an Independent RIA. The firm employs a small team of two individuals, with one actively involved in advisory functions. The client base has shifted slightly, with high-net-worth individuals now representing 93% of total assets under management, down from 99% the previous year. Mckeel Capital Management employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees.

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