Carleton Mckenna Advisors, LLC

Overview

Carleton Mckenna Advisors, LLC is registered as a limited liability company and appears in regulatory records as an SEC-registered adviser since 2015. FINTRX classifies the firm as an investment bank rather than a traditional wealth manager or multi-state RIA, and identifies the owner type as a combination of a domestic entity and an individual, suggesting privately held ownership with at least one principal owner who is an individual. The FINTRX profile flags several negative indicators: the firm is not listed as a capital allocator, is not active on ESG matters, is not a multi-state adviser, is not characterized as newly formed, and is not identified as a pension consultant or related adviser. The source does not provide details on client types, fee structures, business activities, or the firm’s advisory offerings, so the public record does not reveal their target client segments or investment focus.

Assets & Accounts