Mckinney Capital Management

RIASEC Registered
Total AUM
$246M
Discretionary
$242M
98% of AUM
Avg account
$270K
Accounts
912
Employees
7
Advisory reps
4

Firm details

Headquarters
Houston, Texas
CRD number
338774
Registered since
November 17, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals98.56%
  • HNWI0.82%
  • Other0.62%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mckinney Capital Management is an independent, individual-owned registered investment adviser that began its SEC registration in 2025. The firm operates primarily as a capital allocator for individual and family clients, charging fees tied to a percentage of assets under management. Its advisory services focus on discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm does not market itself as an ESG investor and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 92%, Public Funds/Mutual Funds 4%, US Government Bonds 2%, State & Local Bonds 2%92%
  • Exchange Traded Equities92%
  • Public Funds/Mutual Funds4%
  • US Government Bonds2%
  • State & Local Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 31

Active vs passive

$204M in ETFs

Passive

71%

$144M

Active

4%

$59.7M

ETFProviderStyleCategoryValueShares% of portfolio
TRADR 2X LONG HAWK DAILY ETF (HAWG)$50.5M1,661,41524.79%

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
8 Greenway Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth