Mckinney Capital, LLC

RIASEC RegisteredEst. 2021
Total AUM
$91M
Discretionary
$91M
100% of AUM
Avg account
$22.7M
Accounts
4
Employees
5
Advisory reps
3

Firm details

Headquarters
Birmingham, Alabama
CRD number
315545
Registered since
August 20, 2021
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mckinney Capital, LLC is an SEC-registered independent RIA and private equity fund adviser that focuses on portfolio management for pooled investment vehicles. The firm functions as a capital allocator serving institutional clients and uses a mix of fixed and performance-based fee arrangements consistent with private equity fund structures. Mckinney Capital registered with the SEC in 2021, is owned by a domestic entity and an individual, and is not positioned as a multi-state adviser or an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Leslie Bonnikson

    Leslie Bonnikson

    Controller and Chief Compliance OfficerCRD 7405124

Contacts

2 of 2
  • Roddy Mckinney Ii

    Roddy Mckinney Ii

    MemberCRD 7405057

  • Daniel Mckinney

    Daniel Mckinney

    PartnerCRD 7405064

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Birmingham, AL

Jefferson

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
Jefferson
Address
1 Metroplex Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth