Mckinney Capital Management, LLC
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 153551
- Custodians
- ALTRUIST FINANCIAL LLC, CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI63.32%
- Individuals36.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mckinney Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm positions itself as a small private wealth practice serving primarily individual and family clients, while also offering portfolio management services for small businesses and institutions and providing financial planning. Its client fee model combines a percentage-of-AUM charge with the ability to bill hourly for planning or consulting work. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator. An accounting affiliation is noted among its industry relationships.
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
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Michael Mckinney
PrincipalCRD 5616673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 2723 Berrywood Dr
- Time zone
- CT (UTC-6)
- Office locations
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