M
Mckinney Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,419,522
Clients
15
27% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
LowAverage account size
$561,301
About
McKinney Capital Management is a single-adviser registered investment adviser that provides discretionary portfolio management and financial planning to individuals as well as to institutional-type clients such as trusts, estates, charitable organizations, corporations, and other business entities. The firm manages roughly $8.4 million for about 15 clients and offers both ongoing investment oversight and standalone financial planning engagements.
The firm typically delivers tailored, discretionary investment management—constructing portfolios primarily with mutual funds and exchange-traded funds and providing ongoing supervision and rebalancing in response to market conditions and client objectives. Its investment process uses a mix of fundamental and technical analysis and employs both long- and short-term purchase strategies; non-discretionary arrangements and client-imposed restrictions are accommodated where requested.
Noteworthy aspects include an affiliation with an accounting practice: the firm’s principal is a certified public accountant who devotes the majority of professional time to accounting services, and accounting work is offered separately from advisory services. It is also relatively uncommon for a solo independent adviser of this size to provide portfolio management to institutional-type clients in addition to individual clients.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Cash flow / budgeting
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
$400 per hour (negotiable depending on scope and complexity)
Account minimum: $500,000
Main office location
Mckinney Capital Management, LLC
2723 Berrywood Drive
Nashville TN 37204, United States
Number of offices
1
Most active in
Mckinney Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Kentucky · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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