Mckenzie Investment Advisors LLC

Overview

Mckenzie Investment Advisors LLC is a small, owner-operated registered investment adviser structured as a limited liability company that also functions as a registered representative of a broker-dealer. The firm provides financial planning and portfolio management services across several client types — individuals, small businesses, and institutions — and explicitly offers selection-of-other-advisers services, which suggests a business model that can combine direct portfolio management with outsourced manager selection. Fee arrangements include both a percentage of assets under management and fixed fees, indicating flexibility to charge traditional AUM-based advisory fees or flat fees for planning or specific engagements. The firm is identified as a capital allocator and reports allocating client capital to third-party alternative managers. It is not an active ESG investor and is not designated as a multistate adviser, which points to a geographically concentrated practice. Classification details are unclassified and the SEC registration year is not provided in the materials reviewed.

Assets & Accounts

Investments & Alternatives

Location & Offices