Mckinney Capital Management

RIASEC RegisteredEst. 2025
Total AUM
$246M
Discretionary
$242M
98% of AUM
Avg account
$270K
Accounts
912
Employees
7
Advisory reps
4

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

FINTRX

Overview

Mckinney Capital Management is an independent registered investment adviser that operates as a limited liability company and focuses on individual and family clients. The firm is organized as an owner-operated practice and describes itself as a capital allocator, which signals an emphasis on selecting third-party managers in addition to managing client portfolios directly. Its advisory services include portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and selection of other advisers. The firm charges fees based on a percentage of assets under management and does not position itself as an active ESG investor or a multistate adviser. Mckinney Capital Management was registered with the SEC in 2025. The firm’s practice model blends direct portfolio management with allocating to external managers, particularly in areas where specialists are preferable.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Public Funds/Mutual Funds 4%, US Government Bonds 2%, State & Local Bonds 2%92%
  • Exchange Traded Equities92%
  • Public Funds/Mutual Funds4%
  • US Government Bonds2%
  • State & Local Bonds2%

Contacts

3 of 4
  • Frank Mckinney

    Frank Mckinney

    Founder, Partner & Financial AdvisorCRD 4174781

  • Matthew Semeyn

    Matthew Semeyn

    Managing PartnerCRD 4800098

  • John Blackburn

    John Blackburn

    Financial AdvisorCRD 8041960

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 31

Active vs passive

$191M in ETFs

Passive

71%

$135M

Active

29%

$55.6M

ETFProviderStyleCategoryValueShares% of portfolio
FT VEST LADDERED BUFFER ETF (BUFR)ActiveOptions Trading$48.6M1,331,60225.48%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth