Mckeel Capital Management
Firm details
- Headquarters
- Flower Mound, Texas
- CRD number
- 142132
- Website
- mckeelcapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.06%
- Individuals7.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mckeel Capital Management is an independent, individually owned registered investment adviser operating as an LLC that focuses on serving individuals and families. The firm provides financial planning and discretionary portfolio management tailored to individual and small-business clients. Its billing mixes percentage-of-assets fees with hourly charges and fixed-fee engagements for planning or project work. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds5%
- Investment Grade Corp Bonds3%
Contacts
2 of 2
Cole McKeel
Investment AdvisorCRD 6944092

John Mckeel
PrincipalCRD 1932439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Flower Mound, TX
Denton
Location
Flower Mound, TX
Headquartered in Flower Mound, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Denton
- Address
- 5224 Park Ridge Rd
- Time zone
- CT (UTC-6)
- Office locations
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