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KConnally Strategies, LLC

Updated today

Client assets under management

$0

Clients

0

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

0

Very Low

Average account size

About

KConnally Strategies offers discretionary and non-discretionary asset management alongside standalone financial consulting tailored to individual clients, documenting client goals and permitting client-imposed investment restrictions. As of December 31, 2025, the firm reported no assets under management or active client accounts and, like many peers, charges percentage-of-AUM fees for its asset management services.

The firm works with clients under written investment agreements that may grant broad discretionary trading authority and provides periodic account reviews, typically quarterly. Investment methods include fundamental and technical analysis and may employ long- and short-term holdings, option strategies, and tax-aware rebalancing; the firm also documents client profiles and risk tolerances to guide portfolio construction.

KConnally Strategies is notable for explicitly retaining the authority to select, appoint, and terminate sub‑advisors or independent advisers to manage client assets, a practice that is relatively uncommon among similar managers. It also offers hourly financial consulting services and discloses the principal’s outside activities (including tax-preparation work and a separate business role), which the brochure identifies as potential conflicts to be managed under the firm’s policies.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Tax-loss harvesting General retirement planning Entity structure planning (LLC, S-Corp)

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Fee options

Percentage

$0 - $500,000: 1.00% annually $500,001 - $750,000: 0.85% annually $750,001 - $1,000,000: 0.75% annually $1,000,001+: 0.50% annually

Project-based

$100 per hour for financial consulting services

Main office location

KConnally Strategies, LLC

Leander TX, United States

Number of offices

2

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Kenneth C

Series 65

Leander, TX

KConnally Strategies, LLC

Kenneth Connally is a financial advisor at KConnally Strategies, LLC, holding a Series 65 credential with one year of industry experience. He has worked at SitusAMC Holdings since 2020 and has operated as a sole proprietor tax preparer since 1993. Connally also serves as president and accountant for the Lone Mesa Road Maintenance Fund. KConnally Strategies provides discretionary and non-discretionary asset management and financial consulting services to individual clients without a formal account minimum. The firm employs fundamental and technical analysis, uses a range of investment strategies, and frequently appoints sub-advisors to manage client portfolios while maintaining overall client relationship responsibility.

Options & derivatives strategies Tax-loss harvesting General retirement planning Entity structure planning (LLC, S-Corp)
user avatar

William S

Series 66

Leander, TX

KConnally Strategies, LLC

William Snyder is a financial advisor with KConnally Strategies, LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Kestra Investment Services, Ernst & Young Investment Advisers LLP, and Wells Fargo Clearing. In addition to his advisory work, he serves as Operations Manager at Lend-Creek, a non-investment related business based in Austin, TX. KConnally Strategies provides discretionary and non-discretionary asset management and financial consulting services to individual clients without a formal account minimum. The firm’s investment approach incorporates fundamental and technical analysis, including options and foreign securities, and frequently appoints sub-advisors to manage client portfolios while maintaining overall responsibility for client relationships.

Options & derivatives strategies Tax-loss harvesting General retirement planning Entity structure planning (LLC, S-Corp)
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