Makenna & Company, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management, written financial planning, and manager search and monitoring services to individuals, families, trusts, estates and family retirement plans. It develops a client-specific investment policy through personal interviews and implements portfolios on behalf of clients.
Portfolios are built from no‑load and load‑waived mutual funds, exchange‑traded funds and separately managed accounts, using a mix of active and passive strategies; fund selection is based on factors such as performance history, manager tenure, expense ratios and sector characteristics. The adviser generally manages accounts on a discretionary basis, permits reasonable client restrictions, and does not employ margin transactions.
Noteworthy for its space, the firm operates as a solo, owner‑managed adviser with a very small client roster and asset base, which can result in a concentrated, hands‑on service model compared with larger peers. It requires clients to direct custody and trading through a single custodian (Charles Schwab’s institutional platform), does not vote client proxies, and has no other industry affiliations.
Client services
Expertise
Fee options
Financial planning fees range from $2,500 to $20,000 annually, with a minimum of $2,500 per year
1.25% of managed account value annually
Account minimum: $500,000
Main office
30 Old Kings Highway South, Suite 214
Darien CT 06820
Advisors at this office
1
Most active in
Connecticut
Also doing business as
Makenna & Co., Inc. · Makenna & Company, Inc.
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
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