MCKINNEY CAPITAL MANAGEMENT
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
FINTRXOverview
Mckinney Capital Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is owned by an individual and positions itself as a capital allocator that manages portfolios for individual and family clients while also offering portfolio management for small businesses, other businesses or institutions, and the selection of outside advisers. Fees are charged as a percentage of assets under management. The firm does not identify as an ESG-focused investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Public Funds/Mutual Funds4%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
1 of 1CHRISTY FABIAN
Chief Compliance OfficerCRD 5872007
Contacts
2 of 2MATTHEW SEMEYN
Managing PartnerCRD 4800098
FRANK MCKINNEY
Founder, Partner & Financial AdvisorCRD 4174781
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$67.7M in ETFs
32%
$21.9M
67%
$45.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED BUFFER ETF (BUFR) | Active | Options Trading | $41.9M | 1,240,917 | 61.89% |
Location
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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