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, SEC-registered registered investment adviser organized as an LLC. The firm is owned by an individual and positions itself as a capital allocator for individual and family clients, charging fees as a percentage of assets under management. Its advisory mandate spans portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third-party advisers. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Christy Fabian
Chief Compliance OfficerCRD 5872007
Contacts
2 of 2
Matthew 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 31Active vs passive
$191M in ETFs
71%
$135M
29%
$55.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED BUFFER ETF (BUFR) | Active | Options Trading | $48.6M | 1,331,602 | 25.48% |
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
Similar firms
Focus Wealth Advisors, LLC
RIAHouston, TX
Stegent Equity Advisors Inc.
RIAHouston, TX
Buckhorn Resources, LP
RIAHouston, TX
Guided Capital Wealth Management, LLC
RIAHouston, TX
JCP Investment Management, LLC
RIAHouston, TX
Outfitter Energy Management, LLC
RIAHouston, TX