A complete list of active advisors currently associated with KConnally Strategies, LLC

Warmer can help you find a great advisor at KConnally Strategies, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at KConnally Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.