MCKENNA CAPITAL, INC.

Overview

Mckenna Capital, Inc. is an independent registered investment adviser that serves both individual and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and it also manages pooled investment vehicles. Its compensation model includes a percentage of assets under management, hourly charges and fixed fees, allowing for customized billing across client types. Investment activity centers on public funds and separately managed accounts as primary building blocks, with a material allocation to mutual funds. The firm also operates in the pooled-fund space—acting as sponsor, general partner and managing member of vehicles it advises—which is reflected in a small in-house hedge fund. Custody relationships with Charles Schwab & Co., Inc. and Principal Securities Inc. indicate execution and custody capabilities for both retail and institutional-style accounts. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices