Mckeel Capital Management

RIASEC Registered
Total AUM
$63M
Discretionary
$63M
100% of AUM
Avg account
$1.8M
Accounts
35
Employees
2
Advisory reps
2

Firm details

Headquarters
Flower Mound, Texas
CRD number
142132
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI92.06%
  • Individuals7.94%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Non-Exchange Traded Equities 10%, Cash & Cash Equivalents 10%, Public Funds/Mutual Funds 5%, Investment Grade Corp Bonds 3%, Non-Investment Grade Corp Bonds 2%70%
  • Exchange Traded Equities70%
  • Non-Exchange Traded Equities10%
  • Cash & Cash Equivalents10%
  • Public Funds/Mutual Funds5%
  • Investment Grade Corp Bonds3%

Contacts

2 of 2
  • Cole McKeel

    Cole McKeel

    Investment AdvisorCRD 6944092

  • John Mckeel

    John Mckeel

    PrincipalCRD 1932439

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth