A complete list of active advisors currently associated with Mckeel Capital Management

Warmer can help you find a great advisor at Mckeel Capital Management or one who fits your needs even better.

McKeel Capital Management is a fee‑only, independent investment adviser that provides financial planning, consulting and ongoing portfolio management to individual and corporate clients. The firm serves a small client roster and manages approximately $63 million in discretionary assets. The firm builds individualized investment policies through personal discussions, tailors portfolios to client goals and may implement strategies using third‑party managers, mutual funds, ETFs, individual securities and alternative investments. Accounts are reviewed periodically (with more formal client meetings at least annually) and clients are required to maintain custody relationships with major custodians; the adviser commonly uses Schwab Institutional (and has historically used TD Ameritrade) and discloses receipt of related economic benefits. Noteworthy aspects include the firm’s dual work with both individual high‑net‑worth clients and corporate/business entities — including cash‑flow planning and corporate restructuring advice — and its disclosure that it may recommend investments in companies to which it provides consulting. The firm also maintains a Code of Ethics that restricts participation in IPOs/private placements without prior approval and does not vote client proxies, leaving proxy voting to clients.

To learn more about the advisors currently working at Mckeel Capital Management, 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.