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Mckeel Capital Management

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Client assets under management

$63,000,000

Clients

35

89% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

18

Very Low

Average account size

$1,800,000

About

McKeel Capital Management is a fee‑only, independent investment adviser that provides financial planning, consulting and ongoing portfolio management to individual and corporate clients. The firm serves a small client roster and manages approximately $63 million in discretionary assets.

The firm builds individualized investment policies through personal discussions, tailors portfolios to client goals and may implement strategies using third‑party managers, mutual funds, ETFs, individual securities and alternative investments. Accounts are reviewed periodically (with more formal client meetings at least annually) and clients are required to maintain custody relationships with major custodians; the adviser commonly uses Schwab Institutional (and has historically used TD Ameritrade) and discloses receipt of related economic benefits.

Noteworthy aspects include the firm’s dual work with both individual high‑net‑worth clients and corporate/business entities — including cash‑flow planning and corporate restructuring advice — and its disclosure that it may recommend investments in companies to which it provides consulting. The firm also maintains a Code of Ethics that restricts participation in IPOs/private placements without prior approval and does not vote client proxies, leaving proxy voting to clients.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Wealth management Cash flow / budgeting

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Fee options

Fixed

Fixed fees for Financial Planning services typically ranging from $1,200 to $15,000

Percentage

$0 - $499,000: 2.0% $500,000 - $999,999: 1.85% $1,000,000 - $3,999,999: 1.5% $4,000,000+: 1.35%

Project-based

Financial Planning and Consulting Services at $350 per hour

Other

Account minimum: $1,000,000 for Investment Management Services (minimum may be reduced or waived at advisor's discretion) Minimum fee: Minimum fee of $1,200 for Financial Planning services, subject to reduction or waiver Fee-only: Financial Planning and Consulting Services charged as fixed fees ($1,200 to $15,000) or hourly at $350/hour

Main office location

Mckeel Capital Management

5224 Park Ridge Rd

Flower Mound TX 75022, United States

Number of offices

1

Most active in

More info

Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 972-745-9080

Advisors at this firm

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user avatar

John M

Series 63

Flower Mound, TX

Mckeel Capital Management

John Mckeel is a financial advisor at Mckeel Capital Management with 21 years of industry experience. He has led Mckeel Capital Management since 2009. Mckeel Capital Management is a fee-only, independent investment adviser serving individual high-net-worth and corporate clients. The firm offers financial planning, consulting, and portfolio management, tailoring investment policies to client goals and using a range of investment vehicles including third-party managers, mutual funds, ETFs, individual securities, and alternative investments.

General retirement planning Wealth management Cash flow / budgeting
user avatar

Cole M

Series 63, Series 65

Flower Mound, TX

Mckeel Capital Management

Cole Mc Keel is a financial advisor at McKeel Capital Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services Inc since 2020. Prior to that, he was involved with McKeel Capital Management, LLC, and has experience outside finance including roles at Napoli's Italian Restaurant and academic positions at Texas A&M and the University of Arkansas. McKeel Capital Management is a fee-only independent investment adviser serving individual and corporate clients. The firm offers personalized financial planning and portfolio management, managing approximately $63 million in discretionary assets with a focus on tailored investment policies and a range of investment vehicles.

General retirement planning Wealth management Cash flow / budgeting
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