MCKINNEY ASSET MANAGEMENT INC.

Overview

Mckinney Asset Management Inc. is a small, privately owned advisory firm that focuses on portfolio management for individuals and small businesses, with some pension consulting capability. The firm charges fees as a percentage of assets under management and shows a clear preference for equity-centered strategies: exchange-traded equities are the primary allocation on the firm’s books. Mckinney does not position itself as an ESG-focused manager and is not registered as a multi-state adviser. Ownership is individual rather than institutional, and the client mix is mainly individual and family relationships. Investment practice leans toward liquid, market-traded instruments and customizable account structures rather than reliance on illiquid private placements. That emphasis supports a model centered on direct equity exposure, supplemented by traditional fixed-income vehicles and insurance products where appropriate for clients’ income and liability needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices