Mckeel Capital Management

McKeel Capital Management is a fee‑only, independent investment adviser that provides financial planning, consulting and portfolio management to individuals (including high‑net‑worth clients) as well as corporate and business entities. The firm’s brochure reports it manages roughly $61 million in discretionary assets and offers both ongoing investment management and standalone financial planning engagements.

The firm builds individualized investment policies through in‑depth client interviews and implements portfolios that may include third‑party managers, individual equities, ETFs, bonds, mutual funds and alternative investments, with most portfolios reviewed at least quarterly and clients meeting with the adviser at least annually. McKeel typically places client assets with independent custodians (Charles Schwab or TD Ameritrade) and may manage accounts on either a discretionary or non‑discretionary basis.

Distinctively, McKeel operates as a small, owner‑led practice in which the managing member also serves as chief compliance officer, a compact structure that is less common among supported firms and concentrates responsibility for advisory and compliance oversight. The firm also provides corporate consulting services (cash flow planning, corporate restructuring and company benefits), does not take custody of client assets, does not vote client proxies, and requires internal approval for participation in IPOs or private placements.