MCKINNEY CAPITAL MANAGEMENT, LLC

Overview

Mckinney Capital Management, LLC is a small, independent registered investment adviser focused on delivering financial planning and discretionary portfolio management to individuals, families and small businesses. The firm is owned by an individual and runs a fee schedule that combines a percentage-of-assets model with hourly charges for planning or advisory work. Advisory services include standalone financial planning and portfolio management for both individual/small business clients and for business or institutional clients. Investment activity is concentrated in pooled, public investment vehicles rather than direct-stock active trading. The firm reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. Its industry relationship with accounting professionals suggests coordination with tax and reporting needs for clients.

Assets & Accounts

Investments & Alternatives

Location & Offices