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McKenna Capital, Inc.

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Client assets under management

$69,199,932

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Clients

39

59% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

20

Very Low

Average account size

$1,774,357

About

McKenna Capital is a small, supported advisory firm that provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and pooled investment vehicles. The firm manages roughly $83 million for fewer than 40 clients and prepares an Investment Policy Statement for each client to document goals, time horizon and risk tolerance.

The firm uses a mix of charting, fundamental and technical analysis and implements long‑term strategies as well as options trading (including covered, uncovered and spread strategies) and traditional instruments such as equities, fixed income, mutual funds and ETFs, including precious‑metal ETFs. Accounts are generally managed on a discretionary basis, and the firm also offers one‑time financial planning engagements and ongoing portfolio monitoring tied to each client’s stated objectives.

What distinguishes McKenna Capital from many peers is the firm’s affiliation with a commodity trading enterprise: the firm’s principal also advises a commodity fund through an affiliated entity and the brochure discloses that clients may be offered advice or products from those outside activities. The firm also acts in roles uncommon for similarly sized supported advisers — sponsoring or advising private pooled vehicles and providing portfolio management for those pooled vehicles — and it discloses the potential conflicts that can arise from those relationships.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Wealth management

Fee options

Fixed

Fixed fees between $500 and $10,000 for financial planning services

Percentage

Between 0.50% and 2.00% annually

Project-based

Between $250 and $500 per hour for financial planning services

Other

Fee-only: Fixed fees between $500 and $10,000 for financial planning; hourly fees between $250 and $500 per hour for financial planning

Main office location

McKenna Capital, Inc.

101 E. Front Street, Suite 102

Wheaton IL 60187, United States

Number of offices

1

Most active in

More info

Illinois · 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 312 505-0091

Advisors at this firm

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Charles M

Series 63, Series 65

Wheaton, IL

McKenna Capital, Inc.

Charles McKenna is a financial advisor at McKenna Capital, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Heart Capital, LLC, National Planning Corporation, and Tower Wealth Advisors Inc. Outside of his advisory work, McKenna provides consulting services for GModelo USA, LLC and serves as a principal and advisor to a commodity fund through Heart Capital, LLC. McKenna Capital is a small advisory firm serving individual and high-net-worth clients as well as institutional-type accounts. The firm offers portfolio management and standalone financial planning, utilizing a combination of charting, fundamental and technical analysis, long-term trading, options strategies, and a diverse range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Options & derivatives strategies Wealth management
user avatar

Charles M

Series 63, Series 65

Wheaton, IL

McKenna Capital, Inc.

Charles McKenna is a financial advisor at McKenna Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has operated as a sole proprietor since 2009. Outside of his advisory work, McKenna serves as a director at Wheaton Bank and Trust and Penske Motor Group, and he owns a business services company. McKenna Capital is a small advisory firm serving individual and high-net-worth clients, as well as select institutional accounts, offering portfolio management and standalone financial planning. The firm employs a combination of charting, fundamental and technical analysis, and uses a range of investment vehicles including mutual funds, ETFs, equities, and fixed income to construct portfolios tailored to documented client risk tolerances.

Options & derivatives strategies Wealth management
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