Mckinney Capital Management
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 338774
- Registered since
- November 17, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals98.56%
- HNWI0.82%
- Other0.62%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Mckinney Capital Management is an independent, individual-owned registered investment adviser that began its SEC registration in 2025. The firm operates primarily as a capital allocator for individual and family clients, charging fees tied to a percentage of assets under management. Its advisory services focus on discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm does not market itself as an ESG investor and does not identify 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 Equities92%
- Public Funds/Mutual Funds4%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$204M in ETFs
71%
$144M
4%
$59.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| TRADR 2X LONG HAWK DAILY ETF (HAWG) | $50.5M | 1,661,415 | 24.79% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 8 Greenway Plz
- Time zone
- CT (UTC-6)
- Office locations
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