KConnally Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KConnally Strategies offers discretionary and non-discretionary asset management alongside standalone financial consulting tailored to individual clients, documenting client goals and permitting client-imposed investment restrictions. As of December 31, 2025, the firm reported no assets under management or active client accounts and, like many peers, charges percentage-of-AUM fees for its asset management services.
The firm works with clients under written investment agreements that may grant broad discretionary trading authority and provides periodic account reviews, typically quarterly. Investment methods include fundamental and technical analysis and may employ long- and short-term holdings, option strategies, and tax-aware rebalancing; the firm also documents client profiles and risk tolerances to guide portfolio construction.
KConnally Strategies is notable for explicitly retaining the authority to select, appoint, and terminate sub‑advisors or independent advisers to manage client assets, a practice that is relatively uncommon among similar managers. It also offers hourly financial consulting services and discloses the principal’s outside activities (including tax-preparation work and a separate business role), which the brochure identifies as potential conflicts to be managed under the firm’s policies.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% annually $500,001 - $750,000: 0.85% annually $750,001 - $1,000,000: 0.75% annually $1,000,001+: 0.50% annually
$100 per hour for financial consulting services
Main office
Leander TX
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Kenneth C
Series 65
Leander, TX
KConnally Strategies, LLC
Kenneth Connally is a financial advisor at KConnally Strategies, LLC, holding a Series 65 credential with one year of industry experience. He has worked at SitusAMC Holdings since 2020 and has operated as a sole proprietor tax preparer since 1993. Connally also serves as president and accountant for the Lone Mesa Road Maintenance Fund. KConnally Strategies provides discretionary and non-discretionary asset management and financial consulting services to individual clients without a formal account minimum. The firm employs fundamental and technical analysis, uses a range of investment strategies, and frequently appoints sub-advisors to manage client portfolios while maintaining overall client relationship responsibility.
William S
Series 66
Leander, TX
KConnally Strategies, LLC
William Snyder is a financial advisor at KConnally Strategies, LLC with 21 years of industry experience. He holds a Series 66 credential and has worked at several firms including Ernst & Young Investment Advisers LLP, Kestra Investment Services, LLC, and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he serves as an operations manager for Lend-Creek, a non-investment-related business. KConnally Strategies offers discretionary and non-discretionary asset management and financial consulting tailored to individual clients, with an investment approach that includes fundamental and technical analysis, option strategies, and tax-aware rebalancing. The firm retains the authority to appoint sub-advisors and provides periodic account reviews, emphasizing documented client goals and risk tolerances.
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